Smith Anglin Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Smith Anglin Financial’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
2025 Q2	$2.15M	Sell	88,164 -16,059	-15%	-$363K	0.2%	48
2025 Q1	$2.3M	Buy	104,223 +4,854	+5%	+$113K	0.24%	42
2024 Q4	$2.3M	Buy	99,369 +1,227	+1%	+$28.6K	0.22%	41
2024 Q3	$2.22M	Sell	98,142 -9,615	-9%	-$209K	0.21%	43
2024 Q2	$2.31M	Sell	107,757 -1,509	-1%	-$31.2K	0.23%	37
2024 Q1	$2.26M	Sell	109,266 -38,409	-26%	-$756K	0.23%	38
2023 Q4	$2.78M	Sell	147,675 -71,367	-33%	-$1.25M	0.32%	35
2023 Q3	$3.69M	Sell	219,042 -16,959	-7%	-$298K	0.45%	33
2023 Q2	$4.12M	Buy	236,001 +80,997	+52%	+$1.34M	0.5%	32
2023 Q1	$2.5M	Sell	155,004 -35,952	-19%	-$566K	0.37%	33
2022 Q4	$2.87M	Sell	190,956 -7,254	-4%	-$110K	0.54%	26
2022 Q3	$2.8M	Buy	198,210 +11,238	+6%	+$176K	0.59%	26
2022 Q2	$2.78M	Sell	186,972 -177,543	-49%	-$2.88M	0.81%	21
2022 Q1	$6.54M	Sell	364,515 -23,967	-6%	-$424K	1.52%	14
2021 Q4	$7.37M	Sell	388,482 -19,644	-5%	-$363K	1.26%	22
2021 Q3	$7.08M	Sell	408,126 -28,680	-7%	-$511K	1.38%	22
2021 Q2	$7.57M	Sell	436,806 -22,248	-5%	-$375K	1.46%	20
2021 Q1	$7.35M	Sell	459,054 -1,768,788	-79%	-$27.7M	1.59%	19
2020 Q4	$33.8M	Buy	+2,227,842	New	+$31.9M	6.05%	3

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Smith Anglin Financial's SCHX Position: Q2 2025 in Review

Smith Anglin Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q2 2025, selling an estimated $363K and leaving 88,164 shares worth $2.15M. The position accounts for 0.2% of the portfolio, ranked #48.

Smith Anglin Financial first reported a position in SCHX in Q4 2020 and has held it in 19 quarters since. The position peaked at $33.8M in Q4 2020. 1,404 funds tracked by Wall St. Rank hold SCHX as of Q2 2025.

Smith Anglin Financial held 88,164 shares of Schwab US Large- Cap ETF worth $2.15M as of Q2 2025.
Smith Anglin Financial sold 16,059 Schwab US Large- Cap ETF shares in Q2 2025, an estimated $363K.
Schwab US Large- Cap ETF made up 0.2% of Smith Anglin Financial's portfolio in Q2 2025, its #48 holding.
Smith Anglin Financial first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 19 quarters since.
Smith Anglin Financial's Schwab US Large- Cap ETF position peaked at $33.8M in Q4 2020.
1,404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.