Poehling Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Poehling Capital Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.95M	Sell	134,362 -7,345	-5%	-$210K	0.85%	36
2026 Q1	$3.63M	Sell	141,707 -10,000	-7%	-$268K	0.77%	43
2025 Q4	$4.08M	Hold	151,707	–	–	0.84%	35
2025 Q3	$4M	Sell	151,707 -2,000	-1%	-$50.8K	0.84%	37
2025 Q2	$3.76M	Hold	153,707	–	–	0.88%	37
2025 Q1	$3.39M	Hold	153,707	–	–	0.86%	37
2024 Q4	$3.56M	Sell	153,707 -1	-0%	-$23	0.88%	32
2024 Q3	$3.48M	Hold	153,708	–	–	0.89%	34
2024 Q2	$3.29M	Hold	153,708	–	–	0.9%	33
2024 Q1	$3.18M	Hold	153,708	–	–	0.85%	36
2023 Q4	$2.89M	Buy	+153,708	New	+$2.7M	0.92%	34

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Poehling Capital Management's SCHX Position: Q2 2026 in Review

Poehling Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.2% in Q2 2026, selling an estimated $210K and leaving 134,362 shares worth $3.95M. The position accounts for 0.85% of the portfolio, ranked #36.

Poehling Capital Management first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.08M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Poehling Capital Management held 134,362 shares of Schwab US Large- Cap ETF worth $3.95M as of Q2 2026.
Poehling Capital Management sold 7,345 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $210K.
Schwab US Large- Cap ETF made up 0.85% of Poehling Capital Management's portfolio in Q2 2026, its #36 holding.
Poehling Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Poehling Capital Management's Schwab US Large- Cap ETF position peaked at $4.08M in Q4 2025.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.