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Sowell Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sowell Financial Services’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 		$4.78M Sell
162,407
-29,691
-15% -$848K 0.16% 137
2026
Q1 		$4.93M Buy
192,098
+1,052
+0.6% +$28.2K 0.18% 116
2025
Q4 		$5.14M Buy
191,046
+25,260
+15% +$675K 0.19% 114
2025
Q3 		$4.37M Buy
165,786
+37,275
+29% +$947K 0.17% 122
2025
Q2 		$3.14M Buy
128,511
+768
+0.6% +$17.4K 0.13% 164
2025
Q1 		$2.82M Sell
127,743
-19,674
-13% -$458K 0.13% 163
2024
Q4 		$3.42M Buy
+147,417
New +$3.44M 0.18% 132
2024
Q1 		– Sell
-34,557
Closed -$650K – 581
2023
Q4 		$650K Buy
34,557
+4,002
+13% +$70.3K 0.04% 395
2023
Q3 		$515K Sell
30,555
-1,815
-6% -$31.8K 0.03% 394
2023
Q2 		$565K Buy
32,370
+7,143
+28% +$118K 0.03% 437
2023
Q1 		$407K Sell
25,227
-14,940
-37% -$235K 0.03% 491
2022
Q4 		$605K Sell
40,167
-5,799
-13% -$87.8K 0.04% 403
2022
Q3 		$649K Buy
+45,966
New +$721K 0.07% 286
2021
Q2 		– Sell
-8,040
Closed -$136K – 2314
2021
Q1 		$136K Sell
8,040
-6,768
-46% -$106K ﹤0.01% 1236
2020
Q4 		$224K Buy
14,808
+5,754
+64% +$82.3K 0.01% 803
2020
Q3 		$122K Buy
9,054
+2,148
+31% +$28.5K 0.01% 907
2020
Q2 		$85K Sell
6,906
-906
-12% -$10.6K ﹤0.01% 1015
2020
Q1 		$80K Sell
7,812
-15,960
-67% -$194K 0.01% 916
2019
Q4 		$304K Sell
23,772
-600
-2% -$7.35K 0.02% 593
2019
Q3 		$288K Buy
+24,372
New +$287K 0.02% 548
2019
Q1 		$3.79M Buy
336,660
+9,816
+3% +$106K 0.42% 50
2018
Q4 		$3.25M Buy
+326,844
New +$3.51M 0.46% 46

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

Sowell Financial Services's SCHX Position: Q2 2026 in Review

Sowell Financial Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q2 2026, selling an estimated $848K and leaving 162,407 shares worth $4.78M. The position accounts for 0.16% of the portfolio, ranked #137.

Sowell Financial Services first reported a position in SCHX in Q4 2018 and has held it in 22 quarters since. The position peaked at $5.14M in Q4 2025. 1,598 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sowell Financial Services held 162,407 shares of Schwab US Large- Cap ETF worth $4.78M as of Q2 2026.
  • Sowell Financial Services sold 29,691 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $848K.
  • Schwab US Large- Cap ETF made up 0.16% of Sowell Financial Services's portfolio in Q2 2026, its #137 holding.
  • Sowell Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 22 quarters since.
  • Sowell Financial Services's Schwab US Large- Cap ETF position peaked at $5.14M in Q4 2025.
  • 1,598 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.