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Summit Place Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summit Place Financial Advisors’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 		$4.61M Buy
156,552
+3,025
+2% +$86.4K 2.02% 10
2026
Q1 		$3.94M Sell
153,527
-250
-0.2% -$6.71K 1.89% 14
2025
Q4 		$4.14M Sell
153,777
-2,639
-2% -$70.5K 2% 13
2025
Q3 		$4.12M Sell
156,416
-815
-0.5% -$20.7K 1.94% 13
2025
Q2 		$3.84M Buy
157,231
+9,520
+6% +$215K 1.93% 14
2025
Q1 		$3.26M Buy
147,711
+1,573
+1% +$36.6K 1.84% 19
2024
Q4 		$3.39M Sell
146,138
-14,461
-9% -$337K 1.93% 17
2024
Q3 		$3.63M Sell
160,599
-17,130
-10% -$373K 2.03% 14
2024
Q2 		$3.81M Sell
177,729
-4,284
-2% -$88.5K 2.25% 8
2024
Q1 		$3.77M Sell
182,013
-765
-0.4% -$15.1K 2.21% 8
2023
Q4 		$3.44M Buy
182,778
+885
+0.5% +$15.5K 2.25% 6
2023
Q3 		$3.07M Sell
181,893
-3,933
-2% -$69K 2.18% 5
2023
Q2 		$3.24M Buy
185,826
+2,700
+1% +$44.6K 2.1% 8
2023
Q1 		$2.95M Buy
183,126
+49,302
+37% +$776K 2.1% 9
2022
Q4 		$2.01M Buy
133,824
+855
+0.6% +$12.9K 1.66% 28
2022
Q3 		$1.88M Buy
132,969
+6,450
+5% +$101K 1.74% 26
2022
Q2 		$1.88M Buy
126,519
+12,753
+11% +$207K 1.58% 17
2022
Q1 		$2.04M Sell
113,766
-2,730
-2% -$48.3K 1.37% 27
2021
Q4 		$2.21M Sell
116,496
-21,120
-15% -$390K 1.53% 30
2021
Q3 		$2.39M Sell
137,616
-2,100
-2% -$37.5K 1.74% 13
2021
Q2 		$2.42M Buy
139,716
+1,440
+1% +$24.3K 1.78% 7
2021
Q1 		$2.21M Sell
138,276
-4,260
-3% -$66.7K 1.78% 12
2020
Q4 		$2.16M Sell
142,536
-5,010
-3% -$71.7K 1.87% 14
2020
Q3 		$1.98M Buy
147,546
+5,640
+4% +$74.9K 1.99% 9
2020
Q2 		$1.75M Buy
141,906
+6,840
+5% +$79.7K 2.77% 15
2020
Q1 		$1.38M Buy
135,066
+5,364
+4% +$65.2K 2.95% 14
2019
Q4 		$1.66M Buy
+129,702
New +$1.59M 2.63% 17

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Summit Place Financial Advisors's SCHX Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q2 2026, buying an estimated $86.4K and bringing the position to 156,552 shares worth $4.61M. The position accounts for 2.02% of the portfolio, ranked #10.

Summit Place Financial Advisors first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 741 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Summit Place Financial Advisors held 156,552 shares of Schwab US Large- Cap ETF worth $4.61M as of Q2 2026.
  • Summit Place Financial Advisors bought 3,025 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $86.4K.
  • Schwab US Large- Cap ETF made up 2.02% of Summit Place Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Summit Place Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 741 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.