Slow Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Slow Capital’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	$504K	Sell	17,125 -106	-0.6%	-$3.03K	0.06%	102
2026 Q1	$442K	Sell	17,231 -7,791	-31%	-$209K	0.06%	99
2025 Q4	$673K	Sell	25,022 -357	-1%	-$9.53K	0.08%	102
2025 Q3	$668K	Sell	25,379 -272	-1%	-$6.91K	0.08%	106
2025 Q2	$627K	Sell	25,651 -4,249	-14%	-$96.1K	0.08%	105
2025 Q1	$660K	Sell	29,900 -13,053	-30%	-$304K	0.09%	102
2024 Q4	$996K	Sell	42,953 -505	-1%	-$11.8K	0.14%	97
2024 Q3	$983K	Sell	43,458 -522	-1%	-$11.4K	0.15%	99
2024 Q2	$945K	Sell	43,980 -930	-2%	-$19.2K	0.15%	103
2024 Q1	$929K	Sell	44,910 -3,456	-7%	-$68K	0.15%	102
2023 Q4	$909K	Sell	48,366 -315	-0.6%	-$5.53K	0.16%	105
2023 Q3	$821K	Sell	48,681 -75	-0.2%	-$1.32K	0.15%	108
2023 Q2	$851K	Sell	48,756 -6,363	-12%	-$105K	0.15%	111
2023 Q1	$889K	Sell	55,119 -2,271	-4%	-$35.7K	0.17%	111
2022 Q4	$864K	Sell	57,390 -480	-0.8%	-$7.27K	0.19%	114
2022 Q3	$817K	Sell	57,870 -909	-2%	-$14.3K	0.18%	121
2022 Q2	$875K	Sell	58,779 -1,689	-3%	-$27.4K	0.21%	114
2022 Q1	$1.08M	Sell	60,468 -966	-2%	-$17.1K	0.2%	114
2021 Q4	$1.17M	Sell	61,434 -2,826	-4%	-$52.2K	0.2%	123
2021 Q3	$1.11M	Sell	64,260 -240	-0.4%	-$4.28K	0.2%	128
2021 Q2	$1.12M	Sell	64,500 -336	-0.5%	-$5.67K	0.21%	131
2021 Q1	$1.04M	Sell	64,836 -82,164	-56%	-$1.29M	0.23%	132
2020 Q4	$2.23M	Sell	147,000 -15,168	-9%	-$217K	0.53%	66
2020 Q3	$2.18M	Buy	162,168 +88,212	+119%	+$1.17M	0.59%	59
2020 Q2	$913K	Buy	73,956 +42	+0.1%	+$489	0.27%	114
2020 Q1	$755K	Sell	73,914 -14,580	-16%	-$177K	0.29%	113
2019 Q4	$1.13M	Buy	88,494 +2,970	+3%	+$36.4K	0.35%	97
2019 Q3	$1.01M	Buy	85,524 +576	+0.7%	+$6.79K	0.36%	102
2019 Q2	$994K	Buy	84,948 +1,680	+2%	+$19.3K	0.41%	77
2019 Q1	$938K	Buy	83,268 +6,000	+8%	+$65K	0.37%	90
2018 Q4	$769K	Buy	77,268 +1,608	+2%	+$17.3K	0.37%	88
2018 Q3	$877K	Sell	75,660 -3,984	-5%	-$45.3K	0.39%	88
2018 Q2	$863K	Sell	79,644 -5,820	-7%	-$62.8K	0.44%	84
2018 Q1	$899K	Buy	+85,464	New	+$930K	0.4%	89

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Slow Capital's SCHX Position: Q2 2026 in Review

Slow Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.62% in Q2 2026, selling an estimated $3.03K and leaving 17,125 shares worth $504K. The position accounts for 0.06% of the portfolio, ranked #102.

Slow Capital first reported a position in SCHX in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.23M in Q4 2020. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Slow Capital held 17,125 shares of Schwab US Large- Cap ETF worth $504K as of Q2 2026.
Slow Capital sold 106 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.03K.
Schwab US Large- Cap ETF made up 0.06% of Slow Capital's portfolio in Q2 2026, its #102 holding.
Slow Capital first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 34 quarters since.
Slow Capital's Schwab US Large- Cap ETF position peaked at $2.23M in Q4 2020.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Slow Capital's 13F filing for Q2 2026, filed 22 Jul 2026.