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Tactive Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tactive 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 		$1.19M Buy
40,484
+5,648
+16% +$161K 0.29% 82
2026
Q1 		$893K Buy
34,836
+4,695
+16% +$126K 0.25% 92
2025
Q4 		$811K Buy
30,141
+13,887
+85% +$371K 0.24% 101
2025
Q3 		$428K Buy
16,254
+7,048
+77% +$179K 0.12% 160
2025
Q2 		$225K Buy
+9,206
New +$208K 0.07% 201

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

Tactive Advisors's SCHX Position: Q2 2026 in Review

Tactive Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, buying an estimated $161K and bringing the position to 40,484 shares worth $1.19M. The position accounts for 0.29% of the portfolio, ranked #82.

Tactive Advisors first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Tactive Advisors held 40,484 shares of Schwab US Large- Cap ETF worth $1.19M as of Q2 2026.
  • Tactive Advisors bought 5,648 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $161K.
  • Schwab US Large- Cap ETF made up 0.29% of Tactive Advisors's portfolio in Q2 2026, its #82 holding.
  • Tactive Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.