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Sittner & Nelson’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sittner & Nelson’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 		$707 Hold
24
– – ﹤0.01% 584
2026
Q1 		$616 Hold
24
– – ﹤0.01% 546
2025
Q4 		$654 Hold
24
– – ﹤0.01% 509
2025
Q3 		$632 Hold
24
– – ﹤0.01% 470
2025
Q2 		$587 Hold
24
– – ﹤0.01% 489
2025
Q1 		$530 Hold
24
– – ﹤0.01% 480
2024
Q4 		$556 Buy
+24
New +$559 ﹤0.01% 465

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

Sittner & Nelson's SCHX Position: Q2 2026 in Review

Sittner & Nelson held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 24 shares worth $707. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Sittner & Nelson first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sittner & Nelson held 24 shares of Schwab US Large- Cap ETF worth $707 as of Q2 2026.
  • Sittner & Nelson left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #584 holding.
  • Sittner & Nelson first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.