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

Snowden Capital Advisors’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 		$1.24M Buy
42,037
+29,402
+233% +$840K 0.03% 492
2026
Q1 		$324K Sell
12,635
-444
-3% -$11.9K 0.01% 991
2025
Q4 		$352K Buy
13,079
+498
+4% +$13.3K 0.01% 988
2025
Q3 		$331K Buy
12,581
+59
+0.5% +$1.5K 0.01% 977
2025
Q2 		$306K Buy
12,522
+402
+3% +$9.09K 0.01% 993
2025
Q1 		$268K Sell
12,120
-405
-3% -$9.43K 0.01% 1035
2024
Q4 		$290K Hold
12,525
– – 0.01% 1009
2024
Q3 		$283K Buy
12,525
+405
+3% +$8.82K 0.01% 1021
2024
Q2 		$260K Hold
12,120
– – 0.01% 1026
2024
Q1 		$251K Buy
12,120
+405
+3% +$7.97K 0.01% 1038
2023
Q4 		$220K Buy
+11,715
New +$206K 0.01% 1043

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

Snowden Capital Advisors's SCHX Position: Q2 2026 in Review

Snowden Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 233% in Q2 2026, buying an estimated $840K and bringing the position to 42,037 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #492.

Snowden Capital Advisors 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.

  • Snowden Capital Advisors held 42,037 shares of Schwab US Large- Cap ETF worth $1.24M as of Q2 2026.
  • Snowden Capital Advisors bought 29,402 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $840K.
  • Schwab US Large- Cap ETF made up 0.03% of Snowden Capital Advisors's portfolio in Q2 2026, its #492 holding.
  • Snowden Capital Advisors 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 Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.