Summit Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summit Asset 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	$1.04M	Hold	35,475	–	–	0.13%	75
2026 Q1	$910K	Hold	35,475	–	–	0.13%	79
2025 Q4	$955K	Hold	35,475	–	–	0.14%	76
2025 Q3	$934K	Hold	35,475	–	–	0.14%	75
2025 Q2	$867K	Hold	35,475	–	–	0.14%	75
2025 Q1	$783K	Hold	35,475	–	–	0.14%	78
2024 Q4	$822K	Hold	35,475	–	–	0.14%	77
2024 Q3	$802K	Hold	35,475	–	–	0.15%	73
2024 Q2	$760K	Sell	35,475 -1,200	-3%	-$24.8K	0.16%	70
2024 Q1	$759K	Hold	36,675	–	–	0.16%	65
2023 Q4	$689K	Hold	36,675	–	–	0.17%	67
2023 Q3	$619K	Sell	36,675 -1,545	-4%	-$27.1K	0.17%	69
2023 Q2	$667K	Hold	38,220	–	–	0.18%	64
2023 Q1	$616K	Sell	38,220 -3,852	-9%	-$60.6K	0.17%	69
2022 Q4	$633K	Hold	42,072	–	–	0.18%	66
2022 Q3	$594K	Hold	42,072	–	–	0.19%	66
2022 Q2	$626K	Sell	42,072 -3,660	-8%	-$59.3K	0.19%	68
2022 Q1	$821K	Sell	45,732 -2,724	-6%	-$48.2K	0.24%	61
2021 Q4	$919K	Sell	48,456 -7,230	-13%	-$134K	0.26%	57
2021 Q3	$966K	Sell	55,686 -1,992	-3%	-$35.5K	0.3%	49
2021 Q2	$999K	Buy	57,678 +1,860	+3%	+$31.4K	0.31%	43
2021 Q1	$893K	Hold	55,818	–	–	0.3%	46
2020 Q4	$846K	Sell	55,818 -1,020	-2%	-$14.6K	0.31%	46
2020 Q3	$764K	Sell	56,838 -780	-1%	-$10.4K	0.32%	46
2020 Q2	$712K	Sell	57,618 -6,840	-11%	-$79.7K	0.32%	43
2020 Q1	$658K	Hold	64,458	–	–	0.35%	44
2019 Q4	$825K	Hold	64,458	–	–	0.35%	39
2019 Q3	$762K	Hold	64,458	–	–	0.35%	40
2019 Q2	$754K	Hold	64,458	–	–	0.36%	42
2019 Q1	$726K	Hold	64,458	–	–	0.36%	45
2018 Q4	$641K	Sell	64,458 -7,926	-11%	-$85.1K	0.36%	41
2018 Q3	$839K	Hold	72,384	–	–	0.39%	39
2018 Q2	$784K	Hold	72,384	–	–	0.37%	38
2018 Q1	$761K	Hold	72,384	–	–	0.36%	40
2017 Q4	$769K	Sell	72,384 -492	-0.7%	-$5.1K	0.37%	39
2017 Q3	$729K	Hold	72,876	–	–	0.37%	42
2017 Q2	$702K	Hold	72,876	–	–	0.37%	43
2017 Q1	$683K	Hold	72,876	–	–	0.4%	42
2016 Q4	$647K	Buy	72,876 +3,330	+5%	+$28.9K	0.4%	45
2016 Q3	$598K	Hold	69,546	–	–	0.37%	44
2016 Q2	$577K	Hold	69,546	–	–	0.37%	44
2016 Q1	$566K	Hold	69,546	–	–	0.37%	42
2015 Q4	$563K	Sell	69,546 -1,296	-2%	-$10.6K	0.38%	43
2015 Q3	$540K	Buy	70,842 +72	+0.1%	+$582	0.39%	45
2015 Q2	$582K	Hold	70,770	–	–	0.4%	47
2015 Q1	$585K	Hold	70,770	–	–	0.41%	40
2014 Q4	$579K	Hold	70,770	–	–	0.42%	41
2014 Q3	$554K	Hold	70,770	–	–	0.42%	38
2014 Q2	$552K	Hold	70,770	–	–	0.42%	38
2014 Q1	$527K	Hold	70,770	–	–	0.42%	38
2013 Q4	$520K	Hold	70,770	–	–	0.41%	35
2013 Q3	$474K	Hold	70,770	–	–	0.42%	37
2013 Q2	$450K	Buy	+70,770	New	+$453K	0.44%	33

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

Summit Asset Management's SCHX Position: Q2 2026 in Review

Summit Asset Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 35,475 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #75.

Summit Asset Management first reported a position in SCHX in Q2 2013 and has held it in 53 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Summit Asset Management held 35,475 shares of Schwab US Large- Cap ETF worth $1.04M as of Q2 2026.
Summit Asset Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.13% of Summit Asset Management's portfolio in Q2 2026, its #75 holding.
Summit Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.