Texas Yale Capital Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Texas Yale Capital Corp’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	$1.61M	Buy	54,871 +229	+0.4%	+$6.54K	0.04%	244
2026 Q1	$1.4M	Sell	54,642 -77	-0.1%	-$2.07K	0.04%	240
2025 Q4	$1.47M	Buy	54,719 +64	+0.1%	+$1.71K	0.04%	237
2025 Q3	$1.44M	Buy	54,655 +755	+1%	+$19.2K	0.05%	227
2025 Q2	$1.32M	Hold	53,900	–	–	0.04%	225
2025 Q1	$1.19M	Sell	53,900 -2,190	-4%	-$51K	0.05%	243
2024 Q4	$1.3M	Sell	56,090 -1	-0%	-$23	0.05%	226
2024 Q3	$1.27M	Hold	56,091	–	–	0.06%	235
2024 Q2	$1.2M	Hold	56,091	–	–	0.06%	229
2024 Q1	$1.16M	Sell	56,091 -177	-0.3%	-$3.48K	0.05%	236
2023 Q4	$1.06M	Sell	56,268 -120	-0.2%	-$2.11K	0.05%	242
2023 Q3	$951K	Sell	56,388 -900	-2%	-$15.8K	0.04%	234
2023 Q2	$1M	Sell	57,288 -3,750	-6%	-$61.9K	0.05%	248
2023 Q1	$984K	Sell	61,038 -105	-0.2%	-$1.65K	0.05%	248
2022 Q4	$920K	Sell	61,143 -81	-0.1%	-$1.23K	0.05%	250
2022 Q3	$864K	Hold	61,224	–	–	0.06%	248
2022 Q2	$911K	Buy	61,224 +15,300	+33%	+$248K	0.06%	244
2022 Q1	$824K	Hold	45,924	–	–	0.04%	265
2021 Q4	$871K	Hold	45,924	–	–	0.04%	263
2021 Q3	$796K	Buy	45,924 +3,600	+9%	+$64.2K	0.05%	264
2021 Q2	$733K	Hold	42,324	–	–	0.04%	276
2021 Q1	$677K	Hold	42,324	–	–	0.04%	278
2020 Q4	$642K	Hold	42,324	–	–	0.04%	283
2020 Q3	$569K	Hold	42,324	–	–	0.04%	280
2020 Q2	$523K	Buy	42,324 +2,148	+5%	+$25K	0.04%	284
2020 Q1	$410K	Buy	40,176 +20,706	+106%	+$251K	0.04%	292
2019 Q4	$249K	Hold	19,470	–	–	0.02%	417
2019 Q3	$230K	Buy	19,470 +1,278	+7%	+$15.1K	0.02%	416
2019 Q2	$213K	Sell	18,192 -18,192	-50%	-$209K	0.02%	433
2019 Q1	$410K	Buy	+36,384	New	+$394K	0.02%	424
2017 Q4	–	Sell	-29,520	Closed	-$295K	–	450
2017 Q3	$295K	Hold	29,520	–	–	0.03%	394
2017 Q2	$284K	Hold	29,520	–	–	0.03%	392
2017 Q1	$277K	Buy	+29,520	New	+$273K	0.02%	392

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

Texas Yale Capital Corp's SCHX Position: Q2 2026 in Review

Texas Yale Capital Corp increased its Schwab US Large- Cap ETF (SCHX) stake by 0.42% in Q2 2026, buying an estimated $6.54K and bringing the position to 54,871 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #244.

Texas Yale Capital Corp first reported a position in SCHX in Q1 2017 and has held it in 33 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Texas Yale Capital Corp held 54,871 shares of Schwab US Large- Cap ETF worth $1.61M as of Q2 2026.
Texas Yale Capital Corp bought 229 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.54K.
Schwab US Large- Cap ETF made up 0.04% of Texas Yale Capital Corp's portfolio in Q2 2026, its #244 holding.
Texas Yale Capital Corp first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 33 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.