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Strategic Equity Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Strategic Equity 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 		$13.3M Sell
452,692
-58,457
-11% -$1.67M 4.47% 11
2026
Q1 		$13.1M Sell
511,149
-106,966
-17% -$2.87M 4.93% 6
2025
Q4 		$16.6M Sell
618,115
-84,071
-12% -$2.25M 5.64% 5
2025
Q3 		$18.5M Sell
702,186
-49,104
-7% -$1.25M 6.85% 4
2025
Q2 		$18.4M Sell
751,290
-822,611
-52% -$18.6M 6.76% 4
2025
Q1 		$34.8M Sell
1,573,901
-4,519
-0.3% -$105K 14.61% 1
2024
Q4 		$36.6M Buy
1,578,420
+5,475
+0.3% +$128K 15.41% 1
2024
Q3 		$35.6M Buy
1,572,945
+354,957
+29% +$7.73M 16.87% 1
2024
Q2 		$26.1M Buy
1,217,988
+195,693
+19% +$4.04M 17% 1
2024
Q1 		$21.1M Buy
1,022,295
+207,966
+26% +$4.09M 17.67% 1
2023
Q4 		$15.3M Buy
+814,329
New +$14.3M 17.24% 2

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

Strategic Equity Management's SCHX Position: Q2 2026 in Review

Strategic Equity Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q2 2026, selling an estimated $1.67M and leaving 452,692 shares worth $13.3M. The position accounts for 4.47% of the portfolio, ranked #11.

Strategic Equity Management first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.6M in Q4 2024. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Strategic Equity Management held 452,692 shares of Schwab US Large- Cap ETF worth $13.3M as of Q2 2026.
  • Strategic Equity Management sold 58,457 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.67M.
  • Schwab US Large- Cap ETF made up 4.47% of Strategic Equity Management's portfolio in Q2 2026, its #11 holding.
  • Strategic Equity Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Strategic Equity Management's Schwab US Large- Cap ETF position peaked at $36.6M in Q4 2024.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.