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Smartleaf Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Smartleaf Asset Management’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 		$1.83M Hold
62,801
– – 0.06% 277
2026
Q1 		$1.57M Buy
62,801
+9,117
+17% +$245K 0.06% 302
2025
Q4 		$1.46M Buy
53,684
+9,437
+21% +$252K 0.06% 296
2025
Q3 		$1.16M Buy
44,247
+13,475
+44% +$342K 0.07% 287
2025
Q2 		$749K Sell
30,772
-12,096
-28% -$273K 0.07% 303
2025
Q1 		$941K Buy
42,868
+12,964
+43% +$302K 0.09% 241
2024
Q4 		$696K Buy
29,904
+6
+0% +$140 0.07% 272
2024
Q3 		$674K Hold
29,898
– – 0.08% 253
2024
Q2 		$643K Hold
29,898
– – 0.11% 219
2024
Q1 		$619K Buy
29,898
+29,862
+82,950% +$588K 0.12% 192
2023
Q4 		$679 Buy
+36
New +$632 ﹤0.01% 1061

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

Smartleaf Asset Management's SCHX Position: Q2 2026 in Review

Smartleaf Asset Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 62,801 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #277.

Smartleaf Asset Management first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Smartleaf Asset Management held 62,801 shares of Schwab US Large- Cap ETF worth $1.83M as of Q2 2026.
  • Smartleaf Asset Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #277 holding.
  • Smartleaf Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.