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R.M. Davis Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

R.M. Davis Inc’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 		$607K Buy
+20,623
New +$589K 0.01% 191
2026
Q1 		– Sell
-11,851
Closed -$319K – 283
2025
Q4 		$319K Buy
+11,851
New +$316K 0.01% 226

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

R.M. Davis Inc's SCHX Position: Q2 2026 in Review

R.M. Davis Inc opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 20,623 shares worth $607K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: R.M. Davis Inc previously reported a position in SCHX as recently as Q4 2025.

R.M. Davis Inc first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • R.M. Davis Inc held 20,623 shares of Schwab US Large- Cap ETF worth $607K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new R.M. Davis Inc position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #191 holding.
  • R.M. Davis Inc first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.