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 Q2	$389K	Hold	13,223	–	–	0.26%	89
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 $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

South Shore Capital Advisors's SCHX Position: Q2 2026 in Review

South Shore Capital Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 13,223 shares worth $389K. The position accounts for 0.26% of the portfolio, ranked #89.

South Shore Capital Advisors first reported a position in SCHX in Q1 2021 and has held it in 10 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

South Shore Capital Advisors held 13,223 shares of Schwab US Large- Cap ETF worth $389K as of Q2 2026.
South Shore Capital Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.26% of South Shore Capital Advisors's portfolio in Q2 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 10 quarters since.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.