Summitry LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summitry LLC’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	–	Sell	-13,806	Closed	-$354K	–	372
2026 Q1	$354K	Hold	13,806	–	–	0.01%	180
2025 Q4	$372K	Buy	+13,806	New	+$369K	0.02%	149
2022 Q2	–	Sell	-11,970	Closed	-$215K	–	89
2022 Q1	$215K	Buy	+11,970	New	+$212K	0.01%	85
2019 Q1	–	Sell	-42,714	Closed	-$425K	–	87
2018 Q4	$425K	Buy	+42,714	New	+$458K	0.04%	65
2016 Q2	–	Sell	-24,882	Closed	-$203K	–	83
2016 Q1	$203K	Buy	+24,882	New	+$192K	0.02%	78

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

Summitry LLC's SCHX Position: Q2 2026 in Review

Summitry LLC sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 13,806 shares — an estimated $354K sold.

Summitry LLC first reported a position in SCHX in Q1 2016 and held it in 5 quarters. The position peaked at $425K in Q4 2018. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Summitry LLC reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
Summitry LLC sold 13,806 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $354K.
Summitry LLC first reported a position in Schwab US Large- Cap ETF in Q1 2016 and held it in 5 quarters.
Summitry LLC's Schwab US Large- Cap ETF position peaked at $425K in Q4 2018.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.