Stephens Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stephens Inc’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	$273K	Sell	9,287 -294	-3%	-$8.39K	﹤0.01%	1110
2026 Q1	$246K	Sell	9,581 -2,704	-22%	-$72.5K	﹤0.01%	1124
2025 Q4	$331K	Buy	12,285 +4,029	+49%	+$108K	﹤0.01%	1001
2025 Q3	$217K	Sell	8,256 -903	-10%	-$22.9K	﹤0.01%	1182
2025 Q2	$224K	Hold	9,159	–	–	﹤0.01%	1133
2025 Q1	$202K	Buy	+9,159	New	+$213K	﹤0.01%	1137
2022 Q1	–	Sell	-10,878	Closed	-$206K	–	1379
2021 Q4	$206K	Sell	10,878 -2,964	-21%	-$54.8K	﹤0.01%	1199
2021 Q3	$240K	Hold	13,842	–	–	﹤0.01%	1143
2021 Q2	$240K	Buy	+13,842	New	+$234K	﹤0.01%	1133

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Stephens Inc's SCHX Position: Q2 2026 in Review

Stephens Inc reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.1% in Q2 2026, selling an estimated $8.39K and leaving 9,287 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Stephens Inc first reported a position in SCHX in Q2 2021 and has held it in 9 quarters since. The position peaked at $331K in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Stephens Inc held 9,287 shares of Schwab US Large- Cap ETF worth $273K as of Q2 2026.
Stephens Inc sold 294 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8.39K.
Schwab US Large- Cap ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1110 holding.
Stephens Inc first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 9 quarters since.
Stephens Inc's Schwab US Large- Cap ETF position peaked at $331K in Q4 2025.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.