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

Sovran 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 		$1.28M Buy
43,759
+2,435
+6% +$69.5K 0.1% 227
2026
Q1 		$1.17M Buy
41,324
+4,774
+13% +$128K 0.09% 220
2025
Q4 		$1M Sell
36,550
-7,611
-17% -$203K 0.09% 230
2025
Q3 		$1.19M Sell
44,161
-5,426
-11% -$138K 0.1% 193
2025
Q2 		$1.22M Buy
+49,587
New +$1.12M 0.13% 175

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

Sovran Advisors's SCHX Position: Q2 2026 in Review

Sovran Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 5.9% in Q2 2026, buying an estimated $69.5K and bringing the position to 43,759 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #227.

Sovran Advisors first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sovran Advisors held 43,759 shares of Schwab US Large- Cap ETF worth $1.28M as of Q2 2026.
  • Sovran Advisors bought 2,435 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $69.5K.
  • Schwab US Large- Cap ETF made up 0.1% of Sovran Advisors's portfolio in Q2 2026, its #227 holding.
  • Sovran Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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