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

Seneca House 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 		$1.69M Sell
57,494
-7,068
-11% -$202K 0.6% 34
2026
Q1 		$1.66M Sell
64,562
-1,148
-2% -$30.8K 0.66% 34
2025
Q4 		$1.77M Buy
65,710
+8,597
+15% +$230K 0.66% 33
2025
Q3 		$1.5M Buy
57,113
+6,844
+14% +$174K 0.61% 33
2025
Q2 		$1.23M Buy
50,269
+4,659
+10% +$105K 0.52% 31
2025
Q1 		$1.01M Buy
45,610
+61
+0.1% +$1.42K 0.43% 36
2024
Q4 		$1.06M Sell
45,549
-90
-0.2% -$2.1K 0.42% 37
2024
Q3 		$1.03M Sell
45,639
-525
-1% -$11.4K 0.43% 36
2024
Q2 		$989K Buy
46,164
+882
+2% +$18.2K 0.43% 38
2024
Q1 		$937K Sell
45,282
-695,940
-94% -$13.7M 0.41% 39
2023
Q4 		$13.9M Buy
741,222
+63,108
+9% +$1.11M 6.45% 1
2023
Q3 		$11.6M Buy
+678,114
New +$11.9M 6.01% 1
2021
Q4 		– Sell
-14,676
Closed -$254K – 93
2021
Q3 		$254K Sell
14,676
-8,988
-38% -$160K 0.15% 77
2021
Q2 		$410K Sell
23,664
-5,610
-19% -$94.7K 0.27% 53
2021
Q1 		$469K Sell
29,274
-16,110
-35% -$252K 0.33% 46
2020
Q4 		$688K Sell
45,384
-15,120
-25% -$216K 0.5% 36
2020
Q3 		$813K Sell
60,504
-4,116
-6% -$54.7K 0.64% 31
2020
Q2 		$798K Sell
64,620
-10,380
-14% -$121K 0.68% 29
2020
Q1 		$766K Sell
75,000
-16,710
-18% -$203K 0.81% 28
2019
Q4 		$1.17M Sell
91,710
-21,792
-19% -$267K 1.02% 29
2019
Q3 		$1.34M Buy
113,502
+16,830
+17% +$198K 1.27% 27
2019
Q2 		$1.15M Buy
96,672
+18,504
+24% +$213K 1.05% 30
2019
Q1 		$881K Buy
78,168
+25,638
+49% +$278K 0.77% 39
2018
Q4 		$523K Buy
52,530
+13,560
+35% +$146K 0.49% 53
2018
Q3 		$452K Buy
38,970
+9,126
+31% +$104K 0.35% 68
2018
Q2 		$323K Buy
29,844
+6,816
+30% +$73.5K 0.26% 76
2018
Q1 		$242K Buy
+23,028
New +$250K 0.2% 84

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

Seneca House Advisors's SCHX Position: Q2 2026 in Review

Seneca House Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q2 2026, selling an estimated $202K and leaving 57,494 shares worth $1.69M. The position accounts for 0.6% of the portfolio, ranked #34.

Seneca House Advisors first reported a position in SCHX in Q1 2018 and has held it in 27 quarters since. The position peaked at $13.9M in Q4 2023. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Seneca House Advisors held 57,494 shares of Schwab US Large- Cap ETF worth $1.69M as of Q2 2026.
  • Seneca House Advisors sold 7,068 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $202K.
  • Schwab US Large- Cap ETF made up 0.6% of Seneca House Advisors's portfolio in Q2 2026, its #34 holding.
  • Seneca House Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 27 quarters since.
  • Seneca House Advisors's Schwab US Large- Cap ETF position peaked at $13.9M in Q4 2023.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.