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

Scarborough 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 		$56.6M Sell
1,938,737
-420,494
-18% -$12M 6.5% 2
2026
Q1 		$60.5M Buy
+2,359,231
New +$63.3M 6.62% 1
2025
Q2 		– Sell
-2,773,343
Closed -$61.2M – 494
2025
Q1 		$61.2M Sell
2,773,343
-706,341
-20% -$16.4M 8.72% 1
2024
Q4 		$80.7M Sell
3,479,684
-1,240,306
-26% -$28.9M 11.4% 1
2024
Q3 		$107M Buy
+4,719,990
New +$103M 17.25% 1
2024
Q1 		– Sell
-4,841,457
Closed -$91M – 666
2023
Q4 		$91M Buy
4,841,457
+195,342
+4% +$3.43M 18.74% 1
2023
Q3 		$78.4M Buy
4,646,115
+37,278
+0.8% +$654K 19.03% 1
2023
Q2 		$80.5M Buy
4,608,837
+597,957
+15% +$9.87M 19.25% 1
2023
Q1 		$64.7M Sell
4,010,880
-232,206
-5% -$3.65M 16.29% 1
2022
Q4 		$63.9M Buy
4,243,086
+572,697
+16% +$8.67M 17.11% 1
2022
Q3 		$51.8M Buy
3,670,389
+1,329,669
+57% +$20.9M 16.15% 1
2022
Q2 		$34.8M Buy
2,340,720
+12,324
+0.5% +$200K 11.88% 1
2022
Q1 		$41.8M Buy
2,328,396
+537,552
+30% +$9.52M 13.35% 1
2021
Q4 		$34M Buy
+1,790,844
New +$33.1M 11.67% 1

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

Scarborough Advisors's SCHX Position: Q2 2026 in Review

Scarborough Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 18% in Q2 2026, selling an estimated $12M and leaving 1,938,737 shares worth $56.6M. The position accounts for 6.5% of the portfolio, ranked #2.

Scarborough Advisors first reported a position in SCHX in Q4 2021 and has held it in 14 quarters since. The position peaked at $107M in Q3 2024. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Scarborough Advisors held 1,938,737 shares of Schwab US Large- Cap ETF worth $56.6M as of Q2 2026.
  • Scarborough Advisors sold 420,494 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $12M.
  • Schwab US Large- Cap ETF made up 6.5% of Scarborough Advisors's portfolio in Q2 2026, its #2 holding.
  • Scarborough Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Scarborough Advisors's Schwab US Large- Cap ETF position peaked at $107M in Q3 2024.
  • 1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.