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

Syon Capital’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 		$311K Hold
10,553
– – 0.01% 782
2026
Q1 		$271K Hold
10,553
– – 0.01% 770
2025
Q4 		$284K Sell
10,553
-638
-6% -$17K 0.01% 761
2025
Q3 		$295K Hold
11,191
– – 0.02% 663
2025
Q2 		$274K Buy
+11,191
New +$253K 0.02% 581

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

Syon Capital's SCHX Position: Q2 2026 in Review

Syon Capital held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 10,553 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #782.

Syon Capital first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Syon Capital held 10,553 shares of Schwab US Large- Cap ETF worth $311K as of Q2 2026.
  • Syon Capital left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Syon Capital's portfolio in Q2 2026, its #782 holding.
  • Syon Capital first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.