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SeaCrest Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

SeaCrest Wealth Management’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 		$1.75M Sell
59,583
-346
-0.6% -$9.88K 0.19% 97
2026
Q1 		$1.54M Sell
59,929
-347
-0.6% -$9.31K 0.16% 113
2025
Q4 		$1.64M Sell
60,276
-2,052
-3% -$54.8K 0.17% 110
2025
Q3 		$1.66M Sell
62,328
-2,062
-3% -$52.4K 0.18% 101
2025
Q2 		$1.57M Sell
64,390
-2,905
-4% -$65.7K 0.17% 111
2025
Q1 		$1.49M Sell
67,295
-3,282
-5% -$76.4K 0.17% 117
2024
Q4 		$1.64M Sell
70,577
-9,511
-12% -$222K 0.17% 108
2024
Q3 		$1.81M Sell
80,088
-177
-0.2% -$3.86K 0.2% 99
2024
Q2 		$1.72M Sell
80,265
-5,823
-7% -$120K 0.2% 102
2024
Q1 		$1.78M Sell
86,088
-2,175
-2% -$42.8K 0.22% 92
2023
Q4 		$1.63M Sell
88,263
-7,311
-8% -$128K 0.2% 101
2023
Q3 		$1.61M Sell
95,574
-762
-0.8% -$13.4K 0.21% 94
2023
Q2 		$1.68M Buy
96,336
+828
+0.9% +$13.7K 0.21% 98
2023
Q1 		$1.54M Sell
95,508
-3,660
-4% -$57.6K 0.21% 98
2022
Q4 		$1.49M Sell
99,168
-8,043
-8% -$122K 0.21% 100
2022
Q3 		$1.51M Sell
107,211
-2,442
-2% -$38.3K 0.23% 85
2022
Q2 		$1.63M Sell
109,653
-3,360
-3% -$54.4K 0.21% 89
2022
Q1 		$2.03M Sell
113,013
-267
-0.2% -$4.73K 0.23% 83
2021
Q4 		$2.15M Sell
113,280
-9,444
-8% -$174K 0.24% 79
2021
Q3 		$2.13M Sell
122,724
-10,020
-8% -$179K 0.26% 73
2021
Q2 		$2.3M Buy
132,744
+102
+0.1% +$1.72K 0.28% 71
2021
Q1 		$2.12M Buy
132,642
+2,106
+2% +$33K 0.28% 75
2020
Q4 		$1.98M Buy
130,536
+2,130
+2% +$30.5K 0.28% 74
2020
Q3 		$1.73M Buy
128,406
+3,012
+2% +$40K 0.28% 77
2020
Q2 		$1.55M Buy
125,394
+1,362
+1% +$15.9K 0.27% 82
2020
Q1 		$1.27M Sell
124,032
-28,140
-18% -$342K 0.27% 83
2019
Q4 		$1.95M Sell
152,172
-648
-0.4% -$7.94K 0.33% 68
2019
Q3 		$1.81M Sell
152,820
-14,802
-9% -$174K 0.34% 66
2019
Q2 		$1.96M Sell
167,622
-1,158
-0.7% -$13.3K 0.4% 60
2019
Q1 		$1.9M Buy
168,780
+8,784
+5% +$95.2K 0.33% 59
2018
Q4 		$1.59M Buy
159,996
+11,514
+8% +$124K 0.33% 64
2018
Q3 		$1.72M Buy
148,482
+15,036
+11% +$171K 0.29% 64
2018
Q2 		$1.45M Sell
133,446
-4,938
-4% -$53.2K 0.26% 76
2018
Q1 		$1.46M Buy
138,384
+1,266
+0.9% +$13.8K 0.27% 76
2017
Q4 		$1.46M Buy
+137,118
New +$1.42M 0.27% 71

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

SeaCrest Wealth Management's SCHX Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.58% in Q2 2026, selling an estimated $9.88K and leaving 59,583 shares worth $1.75M. The position accounts for 0.19% of the portfolio, ranked #97.

SeaCrest Wealth Management first reported a position in SCHX in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.3M in Q2 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • SeaCrest Wealth Management held 59,583 shares of Schwab US Large- Cap ETF worth $1.75M as of Q2 2026.
  • SeaCrest Wealth Management sold 346 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.88K.
  • Schwab US Large- Cap ETF made up 0.19% of SeaCrest Wealth Management's portfolio in Q2 2026, its #97 holding.
  • SeaCrest Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Schwab US Large- Cap ETF position peaked at $2.3M in Q2 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.