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

South Shore 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 Q1	$339K	Buy	13,223 +3,390	+34%	+$90.9K	0.25%	89
2025 Q4	$265K	Buy	+9,833	New	+$263K	0.19%	116
2022 Q3	$206K	Hold	14,562	–	–	0.48%	69
2022 Q2	$217K	Hold	14,562	–	–	0.45%	77
2022 Q1	$261K	Hold	14,562	–	–	0.43%	76
2021 Q4	$276K	Hold	14,562	–	–	0.45%	74
2021 Q3	$252K	Sell	14,562 -396	-3%	-$7.06K	0.46%	81
2021 Q2	$259K	Hold	14,958	–	–	0.46%	82
2021 Q1	$239K	Buy	+14,958	New	+$234K	0.24%	113

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

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

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

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

SFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

South Shore Capital Advisors's SCHX Position: Q1 2026 in Review

South Shore Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 34% in Q1 2026, buying an estimated $90.9K and bringing the position to 13,223 shares worth $339K. The position accounts for 0.25% of the portfolio, ranked #89.

South Shore Capital Advisors first reported a position in SCHX in Q1 2021 and has held it in 9 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

South Shore Capital Advisors held 13,223 shares of Schwab US Large- Cap ETF worth $339K as of Q1 2026.
South Shore Capital Advisors bought 3,390 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $90.9K.
Schwab US Large- Cap ETF made up 0.25% of South Shore Capital Advisors's portfolio in Q1 2026, its #89 holding.
South Shore Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 9 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.