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Sanctuary Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sanctuary Advisors’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 		$19.6M Sell
665,812
-59,718
-8% -$1.71M 0.09% 228
2026
Q1 		$18.6M Buy
725,530
+10,619
+1% +$285K 0.1% 212
2025
Q4 		$19.2M Buy
714,911
+92,094
+15% +$2.46M 0.11% 204
2025
Q3 		$16.4M Sell
622,817
-9,324
-1% -$237K 0.09% 221
2025
Q2 		$15.4M Buy
632,141
+69,960
+12% +$1.58M 0.1% 220
2025
Q1 		$12.4M Sell
562,181
-4,418
-0.8% -$103K 0.09% 242
2024
Q4 		$13.6M Sell
566,599
-1,315,064
-70% -$30.6M 0.09% 247
2024
Q3 		$14.8M Buy
1,881,663
+1,378,758
+274% +$30M 0.09% 238
2024
Q2 		$10.1M Buy
+502,905
New +$10.4M 0.07% 283

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

Sanctuary Advisors's SCHX Position: Q2 2026 in Review

Sanctuary Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.2% in Q2 2026, selling an estimated $1.71M and leaving 665,812 shares worth $19.6M. The position accounts for 0.09% of the portfolio, ranked #228.

Sanctuary Advisors first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sanctuary Advisors held 665,812 shares of Schwab US Large- Cap ETF worth $19.6M as of Q2 2026.
  • Sanctuary Advisors sold 59,718 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.71M.
  • Schwab US Large- Cap ETF made up 0.09% of Sanctuary Advisors's portfolio in Q2 2026, its #228 holding.
  • Sanctuary Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.