Titleist Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Titleist Asset 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	$463K	Sell	15,732 -818	-5%	-$23.4K	0.03%	280
2026 Q1	$424K	Buy	16,550 +8	+0%	+$215	0.03%	276
2025 Q4	$445K	Buy	16,542 +2,641	+19%	+$70.5K	0.04%	244
2025 Q3	$366K	Hold	13,901	–	–	0.03%	234
2025 Q2	$340K	Hold	13,901	–	–	0.03%	245
2025 Q1	$307K	Hold	13,901	–	–	0.04%	238
2024 Q4	$322K	Sell	13,901 -1	-0%	-$23	0.04%	235
2024 Q3	$314K	Hold	13,902	–	–	0.05%	219
2024 Q2	$298K	Hold	13,902	–	–	0.04%	219
2024 Q1	$288K	Hold	13,902	–	–	0.05%	213
2023 Q4	$261K	Hold	13,902	–	–	0.05%	191
2023 Q3	$234K	Hold	13,902	–	–	0.05%	190
2023 Q2	$243K	Hold	13,902	–	–	0.05%	192
2023 Q1	$224K	Buy	+13,902	New	+$219K	0.05%	194

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Titleist Asset Management's SCHX Position: Q2 2026 in Review

Titleist Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.9% in Q2 2026, selling an estimated $23.4K and leaving 15,732 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #280.

Titleist Asset Management first reported a position in SCHX in Q1 2023 and has held it in 14 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Titleist Asset Management held 15,732 shares of Schwab US Large- Cap ETF worth $463K as of Q2 2026.
Titleist Asset Management sold 818 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $23.4K.
Schwab US Large- Cap ETF made up 0.03% of Titleist Asset Management's portfolio in Q2 2026, its #280 holding.
Titleist Asset Management first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 14 quarters since.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.