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

Savvy Advisors 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 		$16.2M Buy
551,255
+45
+0% +$1.28K 0.34% 56
2026
Q1 		$14.1M Buy
551,210
+32,374
+6% +$868K 0.38% 56
2025
Q4 		$14M Buy
518,836
+24,328
+5% +$650K 0.45% 45
2025
Q3 		$13M Buy
494,508
+89,615
+22% +$2.28M 0.6% 37
2025
Q2 		$9.9M Buy
404,893
+10,627
+3% +$240K 0.66% 31
2025
Q1 		$8.71M Sell
394,266
-1,504
-0.4% -$35K 0.88% 18
2024
Q4 		$9.17M Buy
395,770
+81,607
+26% +$1.9M 1.1% 18
2024
Q3 		$7.11M Buy
314,163
+94,887
+43% +$2.07M 1.44% 14
2024
Q2 		$4.7M Buy
219,276
+5,472
+3% +$113K 1.53% 13
2024
Q1 		$4.42M Sell
213,804
-7,188
-3% -$142K 2.55% 4
2023
Q4 		$4.15M Buy
+220,992
New +$3.88M 4.03% 3

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

Savvy Advisors Inc's SCHX Position: Q2 2026 in Review

Savvy Advisors Inc increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q2 2026, buying an estimated $1.28K and bringing the position to 551,255 shares worth $16.2M. The position accounts for 0.34% of the portfolio, ranked #56.

Savvy Advisors Inc first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Savvy Advisors Inc held 551,255 shares of Schwab US Large- Cap ETF worth $16.2M as of Q2 2026.
  • Savvy Advisors Inc bought 45 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.28K.
  • Schwab US Large- Cap ETF made up 0.34% of Savvy Advisors Inc's portfolio in Q2 2026, its #56 holding.
  • Savvy Advisors Inc first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.