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Sherman Porfolios’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sherman Porfolios’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 		$33.6M Sell
1,309,369
-56,267
-4% -$1.61M 2.63% 7
2026
Q1 		$35M Buy
1,365,636
+176,730
+15% +$4.74M 2.69% 7
2025
Q4 		$32M Buy
1,188,906
+1,173,544
+7,639% +$31.3M 2.18% 9
2025
Q3 		$405K Buy
15,362
+7,106
+86% +$180K 0.14% 44
2025
Q2 		$202K Buy
+8,256
New +$187K 0.08% 57

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

Sherman Porfolios's SCHX Position: Q2 2026 in Review

Sherman Porfolios reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.1% in Q2 2026, selling an estimated $1.61M and leaving 1,309,369 shares worth $33.6M. The position accounts for 2.63% of the portfolio, ranked #7.

Sherman Porfolios first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. The position peaked at $35M in Q1 2026. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sherman Porfolios held 1,309,369 shares of Schwab US Large- Cap ETF worth $33.6M as of Q2 2026.
  • Sherman Porfolios sold 56,267 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.61M.
  • Schwab US Large- Cap ETF made up 2.63% of Sherman Porfolios's portfolio in Q2 2026, its #7 holding.
  • Sherman Porfolios first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Sherman Porfolios's Schwab US Large- Cap ETF position peaked at $35M in Q1 2026.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.