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Sunbeam Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sunbeam Capital 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 		$236K Buy
8,009
+21
+0.3% +$600 0.11% 114
2026
Q1 		$205K Buy
+7,988
New +$214K 0.12% 110

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Sunbeam Capital Management's SCHX Position: Q2 2026 in Review

Sunbeam Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $600 and bringing the position to 8,009 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #114.

Sunbeam Capital Management first reported a position in SCHX in Q1 2026 and has held it in 2 quarters since. 824 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sunbeam Capital Management held 8,009 shares of Schwab US Large- Cap ETF worth $236K as of Q2 2026.
  • Sunbeam Capital Management bought 21 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $600.
  • Schwab US Large- Cap ETF made up 0.11% of Sunbeam Capital Management's portfolio in Q2 2026, its #114 holding.
  • Sunbeam Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 824 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.