SIA
SCHX icon

Soltis Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Soltis Investment 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 		$350K Sell
11,907
-1,351
-10% -$38.6K 0.02% 445
2026
Q1 		$340K Buy
13,258
+1,016
+8% +$27.3K 0.02% 413
2025
Q4 		$329K Buy
12,242
+466
+4% +$12.4K 0.02% 386
2025
Q3 		$310K Hold
11,776
– – 0.02% 369
2025
Q2 		$288K Sell
11,776
-3,277
-22% -$74.1K 0.02% 330
2025
Q1 		$332K Buy
15,053
+3,335
+28% +$77.6K 0.03% 285
2024
Q4 		$272K Sell
11,718
-291
-2% -$6.78K 0.03% 306
2024
Q3 		$272K Buy
12,009
+291
+2% +$6.34K 0.03% 293
2024
Q2 		$251K Sell
11,718
-180
-2% -$3.72K 0.03% 286
2024
Q1 		$246K Hold
11,898
– – 0.03% 263
2023
Q4 		$224K Buy
+11,898
New +$209K 0.03% 262
2023
Q3 		– Sell
-11,589
Closed -$202K – 277
2023
Q2 		$202K Sell
11,589
-3,588
-24% -$59.2K 0.02% 249
2023
Q1 		$245K Buy
+15,177
New +$239K 0.03% 230

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

Soltis Investment Advisors's SCHX Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q2 2026, selling an estimated $38.6K and leaving 11,907 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #445.

Soltis Investment Advisors first reported a position in SCHX in Q1 2023 and has held it in 13 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Soltis Investment Advisors held 11,907 shares of Schwab US Large- Cap ETF worth $350K as of Q2 2026.
  • Soltis Investment Advisors sold 1,351 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $38.6K.
  • Schwab US Large- Cap ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #445 holding.
  • Soltis Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.