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

Steele 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 		$121M Buy
4,110,047
+27,218
+0.7% +$777K 4.46% 7
2026
Q1 		$105M Buy
4,082,829
+97,756
+2% +$2.62M 4.34% 7
2025
Q4 		$107M Buy
3,985,073
+69,493
+2% +$1.86M 4.6% 7
2025
Q3 		$103M Sell
3,915,580
-21,122
-0.5% -$536K 4.58% 7
2025
Q2 		$96.3M Buy
3,936,702
+106,864
+3% +$2.42M 4.62% 7
2025
Q1 		$84.7M Buy
3,829,838
+44,638
+1% +$1.04M 4.41% 8
2024
Q4 		$87.7M Buy
3,785,200
+79,951
+2% +$1.86M 4.57% 7
2024
Q3 		$83.9M Sell
3,705,249
-172,932
-4% -$3.77M 4.39% 8
2024
Q2 		$83.2M Buy
3,878,181
+788,955
+26% +$16.3M 4.64% 5
2024
Q1 		$63.9M Buy
3,089,226
+27,426
+0.9% +$540K 3.67% 10
2023
Q4 		$57.6M Buy
+3,061,800
New +$53.8M 3.75% 10

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

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

Steele Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.67% in Q2 2026, buying an estimated $777K and bringing the position to 4,110,047 shares worth $121M. The position accounts for 4.46% of the portfolio, ranked #7.

Steele Capital Management first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Steele Capital Management held 4,110,047 shares of Schwab US Large- Cap ETF worth $121M as of Q2 2026.
  • Steele Capital Management bought 27,218 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $777K.
  • Schwab US Large- Cap ETF made up 4.46% of Steele Capital Management's portfolio in Q2 2026, its #7 holding.
  • Steele Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.