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Spreng Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Spreng Capital 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 		$465K Sell
15,784
-68
-0.4% -$1.94K 0.17% 52
2026
Q1 		$406K Sell
15,852
-130
-0.8% -$3.49K 0.19% 51
2025
Q4 		$430K Sell
15,982
-137
-0.8% -$3.66K 0.17% 56
2025
Q3 		$425K Sell
16,119
-721
-4% -$18.3K 0.17% 57
2025
Q2 		$412K Sell
16,840
-3,837
-19% -$86.7K 0.17% 58
2025
Q1 		$457K Sell
20,677
-4,735
-19% -$110K 0.21% 54
2024
Q4 		$589K Sell
25,412
-358
-1% -$8.34K 0.26% 52
2024
Q3 		$583K Sell
25,770
-33,849
-57% -$738K 0.27% 51
2024
Q2 		$1.28M Sell
59,619
-3,426
-5% -$70.8K 0.66% 31
2024
Q1 		$1.3M Sell
63,045
-2,838
-4% -$55.9K 0.7% 30
2023
Q4 		$1.24M Sell
65,883
-3,978
-6% -$69.9K 0.78% 31
2023
Q3 		$1.18M Sell
69,861
-1,524
-2% -$26.7K 0.86% 29
2023
Q2 		$1.25M Hold
71,385
– – 0.98% 29
2023
Q1 		$1.15M Sell
71,385
-1,908
-3% -$30K 0.99% 28
2022
Q4 		$1.1M Sell
73,293
-2,040
-3% -$30.9K 0.95% 30
2022
Q3 		$1.06M Sell
75,333
-10,290
-12% -$161K 0.94% 30
2022
Q2 		$1.31M Sell
85,623
-4,857
-5% -$78.7K 0.98% 30
2022
Q1 		$1.62M Sell
90,480
-1,734
-2% -$30.7K 1% 28
2021
Q4 		$1.75M Sell
92,214
-1,752
-2% -$32.4K 1.01% 27
2021
Q3 		$1.65M Sell
93,966
-834
-0.9% -$14.9K 1.06% 25
2021
Q2 		$1.64M Sell
94,800
-3,012
-3% -$50.8K 1.06% 26
2021
Q1 		$1.56M Sell
97,812
-1,818
-2% -$28.5K 1.09% 27
2020
Q4 		$1.51M Sell
99,630
-2,184
-2% -$31.3K 1.19% 22
2020
Q3 		$1.37M Sell
101,814
-1,200
-1% -$15.9K 1.29% 23
2020
Q2 		$1.27M Sell
103,014
-199,002
-66% -$2.32M 1.29% 23
2020
Q1 		$1.07M Buy
302,016
+195,900
+185% +$2.38M 1.22% 27
2019
Q4 		$1.36M Buy
+106,116
New +$1.3M 1.26% 28

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
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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Spreng Capital Management's SCHX Position: Q2 2026 in Review

Spreng Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.43% in Q2 2026, selling an estimated $1.94K and leaving 15,784 shares worth $465K. The position accounts for 0.17% of the portfolio, ranked #52.

Spreng Capital Management first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.75M in Q4 2021. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Spreng Capital Management held 15,784 shares of Schwab US Large- Cap ETF worth $465K as of Q2 2026.
  • Spreng Capital Management sold 68 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.94K.
  • Schwab US Large- Cap ETF made up 0.17% of Spreng Capital Management's portfolio in Q2 2026, its #52 holding.
  • Spreng Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Spreng Capital Management's Schwab US Large- Cap ETF position peaked at $1.75M in Q4 2021.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Spreng Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.