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SLT Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

SLT Holdings’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 		$656K Hold
22,294
– – 0.41% 59
2026
Q1 		$572K Sell
22,294
-28,960
-57% -$777K 0.39% 57
2025
Q4 		$1.38M Hold
51,254
– – 0.89% 27
2025
Q3 		$1.35M Buy
+51,254
New +$1.3M 0.87% 24

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

SLT Holdings's SCHX Position: Q2 2026 in Review

SLT Holdings held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 22,294 shares worth $656K. The position accounts for 0.41% of the portfolio, ranked #59.

SLT Holdings first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • SLT Holdings held 22,294 shares of Schwab US Large- Cap ETF worth $656K as of Q2 2026.
  • SLT Holdings left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.41% of SLT Holdings's portfolio in Q2 2026, its #59 holding.
  • SLT Holdings first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • SLT Holdings's Schwab US Large- Cap ETF position peaked at $1.38M in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on SLT Holdings's 13F filing for Q2 2026, filed 17 Jul 2026.