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

Sandy Cove 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	$221K	Buy	+7,500	New	+$214K	0.06%	150
2026 Q1	–	Sell	-7,500	Closed	-$202K	–	152
2025 Q4	$202K	Buy	+7,500	New	+$200K	0.06%	141
2022 Q2	–	Sell	-7,500	Closed	-$135K	–	325
2022 Q1	$135K	Hold	7,500	–	–	0.11%	105
2021 Q4	$142K	Buy	+7,500	New	+$139K	0.12%	96

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

Sandy Cove Advisors's SCHX Position: Q2 2026 in Review

Sandy Cove Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,500 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #150 among its holdings. This is a return to the name: Sandy Cove Advisors previously reported a position in SCHX as recently as Q4 2025.

Sandy Cove Advisors first reported a position in SCHX in Q4 2021 and has held it in 4 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Sandy Cove Advisors held 7,500 shares of Schwab US Large- Cap ETF worth $221K as of Q2 2026.
Schwab US Large- Cap ETF was a new Sandy Cove Advisors position in Q2 2026.
Schwab US Large- Cap ETF made up 0.06% of Sandy Cove Advisors's portfolio in Q2 2026, its #150 holding.
Sandy Cove Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 4 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.