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Stevens Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stevens Capital Partners’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 		$21M Buy
713,455
+47,349
+7% +$1.35M 3.99% 3
2026
Q1 		$17.1M Buy
666,106
+106,241
+19% +$2.85M 4.11% 4
2025
Q4 		$15.1M Buy
559,865
+162,459
+41% +$4.34M 3.94% 5
2025
Q3 		$10.5M Buy
397,406
+58,267
+17% +$1.48M 3.12% 7
2025
Q2 		$8.5M Buy
339,139
+154,108
+83% +$3.48M 3.05% 8
2025
Q1 		$4.09M Buy
185,031
+39,706
+27% +$924K 1.92% 15
2024
Q4 		$3.37M Buy
145,325
+29,270
+25% +$682K 1.53% 14
2024
Q3 		$2.62M Buy
116,055
+18,405
+19% +$401K 1.25% 17
2024
Q2 		$2.09M Buy
97,650
+4,332
+5% +$89.5K 1.08% 18
2024
Q1 		$1.93M Sell
93,318
-12,909
-12% -$254K 1.15% 18
2023
Q4 		$2M Buy
106,227
+7,233
+7% +$127K 1.39% 16
2023
Q3 		$1.67M Buy
98,994
+6,369
+7% +$112K 1.34% 14
2023
Q2 		$1.62M Buy
92,625
+1,434
+2% +$23.7K 1.25% 15
2023
Q1 		$1.47M Buy
91,191
+6,765
+8% +$106K 1.23% 17
2022
Q4 		$1.27M Buy
+84,426
New +$1.28M 1.12% 22

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

Stevens Capital Partners's SCHX Position: Q2 2026 in Review

Stevens Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 7.1% in Q2 2026, buying an estimated $1.35M and bringing the position to 713,455 shares worth $21M. The position accounts for 3.99% of the portfolio, ranked #3.

Stevens Capital Partners first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Stevens Capital Partners held 713,455 shares of Schwab US Large- Cap ETF worth $21M as of Q2 2026.
  • Stevens Capital Partners bought 47,349 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.35M.
  • Schwab US Large- Cap ETF made up 3.99% of Stevens Capital Partners's portfolio in Q2 2026, its #3 holding.
  • Stevens Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.