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SP Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

SP Asset Management’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 		$312K Buy
10,610
+2
+0% +$57 0.03% 111
2026
Q1 		$272K Buy
10,608
+1
+0% +$27 0.02% 105
2025
Q4 		$285K Buy
10,607
+2
+0% +$53 0.02% 115
2025
Q3 		$279K Buy
10,605
+1
+0% +$25 0.02% 117
2025
Q2 		$259K Buy
10,604
+1
+0% +$23 0.02% 116
2025
Q1 		$234K Buy
10,603
+2
+0% +$47 0.02% 114
2024
Q4 		$246K Buy
10,601
+2
+0% +$47 0.02% 120
2024
Q3 		$240K Buy
10,599
+3
+0% +$65 0.02% 120
2024
Q2 		$227K Hold
10,596
– – 0.02% 121
2024
Q1 		$219K Buy
+10,596
New +$209K 0.02% 120

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

SP Asset Management's SCHX Position: Q2 2026 in Review

SP Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.02% in Q2 2026, buying an estimated $57 and bringing the position to 10,610 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #111.

SP Asset Management first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • SP Asset Management held 10,610 shares of Schwab US Large- Cap ETF worth $312K as of Q2 2026.
  • SP Asset Management bought 2 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $57.
  • Schwab US Large- Cap ETF made up 0.03% of SP Asset Management's portfolio in Q2 2026, its #111 holding.
  • SP Asset Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 926 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.