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Roble Belko & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Roble Belko & Company’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 		$57K Buy
1,953
+5
+0.3% +$143 0.01% 201
2026
Q1 		$50K Buy
1,948
+13
+0.7% +$349 0.01% 204
2025
Q4 		$52K Buy
1,935
+1,848
+2,124% +$49.4K 0.01% 202
2025
Q3 		$2K Buy
87
+3
+4% +$76 ﹤0.01% 364
2025
Q2 		$2K Buy
84
+59
+236% +$1.33K ﹤0.01% 341
2025
Q1 		$1K Buy
+25
New +$582 ﹤0.01% 377
2016
Q1 		– Sell
-2,922
Closed -$24K – 269
2015
Q4 		$24K Buy
2,922
+378
+15% +$3.08K 0.01% 118
2015
Q3 		$19K Buy
+2,544
New +$20.6K 0.01% 120

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

Roble Belko & Company's SCHX Position: Q2 2026 in Review

Roble Belko & Company increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $143 and bringing the position to 1,953 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #201.

Roble Belko & Company first reported a position in SCHX in Q3 2015 and has held it in 8 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Roble Belko & Company held 1,953 shares of Schwab US Large- Cap ETF worth $57K as of Q2 2026.
  • Roble Belko & Company bought 5 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $143.
  • Schwab US Large- Cap ETF made up 0.01% of Roble Belko & Company's portfolio in Q2 2026, its #201 holding.
  • Roble Belko & Company first reported a position in Schwab US Large- Cap ETF in Q3 2015 and has held it in 8 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.