SEIA
SCHX icon

Signature Estate & Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Signature Estate & 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 		$7.19M Buy
244,367
+4,015
+2% +$115K 0.13% 76
2026
Q1 		$6.16M Sell
240,352
-17,650
-7% -$473K 0.12% 84
2025
Q4 		$6.94M Buy
258,002
+18,079
+8% +$483K 0.14% 76
2025
Q3 		$6.32M Sell
239,923
-379
-0.2% -$9.62K 0.13% 80
2025
Q2 		$5.87M Buy
240,302
+1,628
+0.7% +$36.8K 0.14% 79
2025
Q1 		$5.27M Sell
238,674
-4,500
-2% -$105K 0.14% 81
2024
Q4 		$5.64M Sell
243,174
-16,116
-6% -$376K 0.14% 69
2024
Q3 		$5.86M Buy
259,290
+7,611
+3% +$166K 0.14% 63
2024
Q2 		$5.39M Buy
251,679
+221,646
+738% +$4.58M 0.13% 67
2024
Q1 		$621K Hold
30,033
– – 0.02% 109
2023
Q4 		$564K Sell
30,033
-1,929
-6% -$33.9K 0.02% 118
2023
Q3 		$539K Hold
31,962
– – 0.02% 111
2023
Q2 		$558K Buy
31,962
+18,942
+145% +$313K 0.02% 116
2023
Q1 		$210K Buy
+13,020
New +$205K 0.01% 170
2022
Q4 		– Sell
-17,580
Closed -$248K – 189
2022
Q3 		$248K Buy
17,580
+177
+1% +$2.78K 0.01% 145
2022
Q2 		$260K Buy
17,403
+39
+0.2% +$632 0.01% 148
2022
Q1 		$312K Sell
17,364
-3,522
-17% -$62.4K 0.01% 134
2021
Q4 		$396K Buy
20,886
+1,194
+6% +$22.1K 0.02% 127
2021
Q3 		$341K Buy
19,692
+3,012
+18% +$53.7K 0.02% 131
2021
Q2 		$289K Sell
16,680
-264
-2% -$4.45K 0.01% 139
2021
Q1 		$271K Buy
+16,944
New +$265K 0.01% 143
2020
Q1 		– Sell
-16,728
Closed -$214K – 155
2019
Q4 		$214K Sell
16,728
-978
-6% -$12K 0.01% 154
2019
Q3 		$210K Sell
17,706
-1,752
-9% -$20.6K 0.01% 149
2019
Q2 		$227K Sell
19,458
-3,096
-14% -$35.6K 0.02% 140
2019
Q1 		$255K Sell
22,554
-6,630
-23% -$71.8K 0.02% 142
2018
Q4 		$290K Sell
29,184
-19,626
-40% -$211K 0.03% 131
2018
Q3 		$566K Sell
48,810
-32,172
-40% -$366K 0.05% 99
2018
Q2 		$877K Sell
80,982
-309,294
-79% -$3.34M 0.08% 97
2018
Q1 		$4.1M Buy
390,276
+14,484
+4% +$158K 0.42% 42
2017
Q4 		$4M Buy
375,792
+12,516
+3% +$130K 0.41% 48
2017
Q3 		$3.63M Buy
363,276
+8,046
+2% +$79K 0.41% 45
2017
Q2 		$3.42M Buy
355,230
+35,874
+11% +$342K 0.41% 46
2017
Q1 		$3M Buy
319,356
+26,850
+9% +$248K 0.37% 47
2016
Q4 		$2.6M Sell
292,506
-24,474
-8% -$213K 0.36% 50
2016
Q3 		$2.73M Buy
316,980
+3,234
+1% +$27.7K 0.4% 48
2016
Q2 		$2.6M Buy
313,746
+13,824
+5% +$114K 0.42% 44
2016
Q1 		$2.44M Buy
299,922
+18,342
+7% +$142K 0.4% 46
2015
Q4 		$2.28M Buy
281,580
+24,810
+10% +$202K 0.39% 50
2015
Q3 		$1.96M Buy
256,770
+25,368
+11% +$205K 0.41% 47
2015
Q2 		$1.9M Buy
231,402
+9,234
+4% +$77.5K 0.42% 48
2015
Q1 		$1.83M Buy
222,168
+39,294
+21% +$324K 0.48% 43
2014
Q4 		$1.5M Buy
182,874
+14,460
+9% +$116K 0.5% 44
2014
Q3 		$1.32M Buy
168,414
+30,186
+22% +$238K 0.47% 42
2014
Q2 		$1.08M Buy
138,228
+23,928
+21% +$181K 0.38% 43
2014
Q1 		$852K Buy
114,300
+64,128
+128% +$470K 0.33% 45
2013
Q4 		$369K Buy
+50,172
New +$354K 0.18% 46

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
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
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
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

Signature Estate & Investment Advisors's SCHX Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q2 2026, buying an estimated $115K and bringing the position to 244,367 shares worth $7.19M. The position accounts for 0.13% of the portfolio, ranked #76.

Signature Estate & Investment Advisors first reported a position in SCHX in Q4 2013 and has held it in 46 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Signature Estate & Investment Advisors held 244,367 shares of Schwab US Large- Cap ETF worth $7.19M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 4,015 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $115K.
  • Schwab US Large- Cap ETF made up 0.13% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Signature Estate & Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 46 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.