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

Traynor 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	$341K	Sell	11,597 -8,681	-43%	-$248K	0.02%	236
2026 Q1	$505K	Buy	20,278 +9,703	+92%	+$260K	0.03%	172
2025 Q4	$285K	Sell	10,575 -290	-3%	-$7.75K	0.02%	260
2025 Q3	$286K	Buy	+10,865	New	+$276K	0.02%	255
2025 Q2	–	Sell	-9,894	Closed	-$218K	–	297
2025 Q1	$218K	Buy	+9,894	New	+$230K	0.02%	198
2024 Q2	–	Sell	-9,990	Closed	-$207K	–	312
2024 Q1	$207K	Buy	+9,990	New	+$197K	0.02%	223

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

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

Traynor Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 43% in Q2 2026, selling an estimated $248K and leaving 11,597 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #236.

Traynor Capital Management first reported a position in SCHX in Q1 2024 and has held it in 6 quarters since. The position peaked at $505K in Q1 2026. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Traynor Capital Management held 11,597 shares of Schwab US Large- Cap ETF worth $341K as of Q2 2026.
Traynor Capital Management sold 8,681 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $248K.
Schwab US Large- Cap ETF made up 0.02% of Traynor Capital Management's portfolio in Q2 2026, its #236 holding.
Traynor Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 6 quarters since.
Traynor Capital Management's Schwab US Large- Cap ETF position peaked at $505K in Q1 2026.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.