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

SeaBridge Investment 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	$406K	Hold	13,800	–	–	0.06%	150
2026 Q1	$354K	Hold	13,800	–	–	0.06%	151
2025 Q4	$371K	Hold	13,800	–	–	0.06%	154
2025 Q3	$363K	Hold	13,800	–	–	0.06%	161
2025 Q2	$337K	Hold	13,800	–	–	0.06%	163
2025 Q1	$305K	Hold	13,800	–	–	0.07%	163
2024 Q4	$320K	Hold	13,800	–	–	0.07%	166
2024 Q3	$312K	Hold	13,800	–	–	0.08%	131
2024 Q2	$296K	Hold	13,800	–	–	0.08%	130
2024 Q1	$285K	Hold	13,800	–	–	0.08%	130
2023 Q4	$259K	Hold	13,800	–	–	0.08%	138
2023 Q3	$233K	Hold	13,800	–	–	0.08%	125
2023 Q2	$241K	Hold	13,800	–	–	0.08%	120
2023 Q1	$223K	Hold	13,800	–	–	0.08%	120
2022 Q4	$208K	Buy	+13,800	New	+$209K	0.07%	123

Other funds holding SCHX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

SeaBridge Investment Advisors's SCHX Position: Q2 2026 in Review

SeaBridge Investment Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 13,800 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #150.

SeaBridge Investment Advisors first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

SeaBridge Investment Advisors held 13,800 shares of Schwab US Large- Cap ETF worth $406K as of Q2 2026.
SeaBridge Investment Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.06% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #150 holding.
SeaBridge Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.