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Simon Quick Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Simon Quick 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 		$2.64M Buy
89,817
+1,299
+1% +$37.1K 0.11% 127
2026
Q1 		$2.27M Buy
88,518
+12,075
+16% +$324K 0.1% 126
2025
Q4 		$2.06M Sell
76,443
-3,341
-4% -$89.2K 0.09% 133
2025
Q3 		$2.1M Sell
79,784
-7,154
-8% -$182K 0.1% 132
2025
Q2 		$2.12M Sell
86,938
-335
-0.4% -$7.57K 0.11% 117
2025
Q1 		$1.93M Buy
87,273
+522
+0.6% +$12.2K 0.11% 86
2024
Q4 		$2.01M Sell
86,751
-1,620
-2% -$37.8K 0.12% 79
2024
Q3 		$2M Sell
88,371
-936
-1% -$20.4K 0.13% 81
2024
Q2 		$1.91M Buy
89,307
+810
+0.9% +$16.7K 0.14% 80
2024
Q1 		$1.83M Buy
88,497
+1,170
+1% +$23K 0.14% 81
2023
Q4 		$1.64M Sell
87,327
-1,464
-2% -$25.7K 0.15% 85
2023
Q3 		$1.5M Buy
88,791
+30,573
+53% +$536K 0.14% 81
2023
Q2 		$1.02M Sell
58,218
-738
-1% -$12.2K 0.09% 101
2023
Q1 		$951K Sell
58,956
-8,490
-13% -$134K 0.1% 99
2022
Q4 		$1.02M Buy
67,446
+75
+0.1% +$1.14K 0.12% 87
2022
Q3 		$951K Buy
67,371
+3,288
+5% +$51.6K 0.13% 85
2022
Q2 		$1.05M Sell
64,083
-627
-1% -$10.2K 0.14% 83
2022
Q1 		$1.16M Buy
64,710
+3,846
+6% +$68.1K 0.33% 39
2021
Q4 		$1.16M Sell
60,864
-6,114
-9% -$113K 0.31% 42
2021
Q3 		$1.16M Buy
66,978
+48
+0.1% +$856 0.3% 41
2021
Q2 		$1.16M Sell
66,930
-19,788
-23% -$334K 0.31% 39
2021
Q1 		$1.39M Sell
86,718
-7,170
-8% -$112K 0.41% 33
2020
Q4 		$1.42M Sell
93,888
-15,948
-15% -$228K 0.43% 32
2020
Q3 		$1.48M Sell
109,836
-4,470
-4% -$59.4K 0.42% 32
2020
Q2 		$1.41M Sell
114,306
-170,178
-60% -$1.98M 0.53% 32
2020
Q1 		$2.9M Sell
284,484
-385,158
-58% -$4.68M 1.08% 17
2019
Q4 		$8.57M Buy
+669,642
New +$8.21M 3.11% 9
2019
Q1 		– Sell
-23,832
Closed -$237K – 440
2018
Q4 		$237K Sell
23,832
-5,922
-20% -$63.6K 0.09% 64
2018
Q3 		$345K Sell
29,754
-1,740
-6% -$19.8K 0.14% 50
2018
Q2 		$341K Sell
31,494
-3,960
-11% -$42.7K 0.14% 51
2018
Q1 		$373K Sell
35,454
-546
-2% -$5.94K 0.16% 53
2017
Q4 		$404K Sell
36,000
-774
-2% -$8.02K 0.18% 52
2017
Q3 		$368K Buy
36,774
+912
+3% +$8.95K 0.13% 72
2017
Q2 		$345K Buy
35,862
+27,000
+305% +$258K 0.19% 45
2017
Q1 		$83K Buy
+8,862
New +$81.9K 0.05% 127

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

Simon Quick Advisors's SCHX Position: Q2 2026 in Review

Simon Quick Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q2 2026, buying an estimated $37.1K and bringing the position to 89,817 shares worth $2.64M. The position accounts for 0.11% of the portfolio, ranked #127.

Simon Quick Advisors first reported a position in SCHX in Q1 2017 and has held it in 35 quarters since. The position peaked at $8.57M in Q4 2019. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Simon Quick Advisors held 89,817 shares of Schwab US Large- Cap ETF worth $2.64M as of Q2 2026.
  • Simon Quick Advisors bought 1,299 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $37.1K.
  • Schwab US Large- Cap ETF made up 0.11% of Simon Quick Advisors's portfolio in Q2 2026, its #127 holding.
  • Simon Quick Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 35 quarters since.
  • Simon Quick Advisors's Schwab US Large- Cap ETF position peaked at $8.57M in Q4 2019.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.