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

Twele 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 		$1.13M Sell
38,364
-1,757
-4% -$50.2K 0.18% 26
2026
Q1 		$1.03M Buy
40,121
+46
+0.1% +$1.23K 0.18% 26
2025
Q4 		$1.08M Sell
40,075
-337
-0.8% -$9K 0.19% 25
2025
Q3 		$1.06M Sell
40,412
-1,909
-5% -$48.5K 0.2% 25
2025
Q2 		$1.03M Sell
42,321
-1,764
-4% -$39.9K 0.21% 24
2025
Q1 		$973K Buy
44,085
+424
+1% +$9.87K 0.21% 24
2024
Q4 		$1.01M Sell
43,661
-4,312
-9% -$100K 0.21% 24
2024
Q3 		$1.08M Sell
47,973
-471
-1% -$10.3K 0.23% 23
2024
Q2 		$1.04M Sell
48,444
-1,959
-4% -$40.5K 0.24% 24
2024
Q1 		$1.04M Sell
50,403
-3,573
-7% -$70.3K 0.24% 24
2023
Q4 		$1.01M Sell
53,976
-5,334
-9% -$93.7K 0.16% 29
2023
Q3 		$1M Sell
59,310
-1,293
-2% -$22.7K 0.17% 28
2023
Q2 		$1.06M Sell
60,603
-558
-0.9% -$9.21K 0.17% 27
2023
Q1 		$986K Sell
61,161
-9,729
-14% -$153K 0.16% 30
2022
Q4 		$1.07M Hold
70,890
– – 0.18% 30
2022
Q3 		$1M Sell
70,890
-192
-0.3% -$3.01K 0.17% 30
2022
Q2 		$1.06M Sell
71,082
-174
-0.2% -$2.82K 0.17% 32
2022
Q1 		$1.28M Sell
71,256
-2,142
-3% -$37.9K 0.17% 32
2021
Q4 		$1.39M Sell
73,398
-1,962
-3% -$36.2K 0.18% 32
2021
Q3 		$1.31M Sell
75,360
-1,416
-2% -$25.3K 0.17% 32
2021
Q2 		$1.33M Sell
76,776
-1,014
-1% -$17.1K 0.21% 32
2021
Q1 		$1.25M Buy
77,790
+198
+0.3% +$3.1K 0.2% 33
2020
Q4 		$1.18M Sell
77,592
-4,668
-6% -$66.8K 0.21% 31
2020
Q3 		$1.1M Sell
82,260
-360
-0.4% -$4.78K 0.21% 32
2020
Q2 		$1.02M Buy
82,620
+84
+0.1% +$979 0.2% 32
2020
Q1 		$843K Buy
82,536
+96
+0.1% +$1.17K 0.18% 33
2019
Q4 		$1.05M Buy
82,440
+2,484
+3% +$30.4K 0.2% 32
2019
Q3 		$945K Buy
79,956
+78
+0.1% +$919 0.19% 31
2019
Q2 		$934K Buy
79,878
+17,334
+28% +$199K 0.19% 31
2019
Q1 		$705K Buy
62,544
+15,132
+32% +$164K 0.15% 32
2018
Q4 		$472K Buy
47,412
+4,542
+11% +$48.7K 0.11% 37
2018
Q3 		$497K Sell
42,870
-1,056
-2% -$12K 0.11% 36
2018
Q2 		$476K Hold
43,926
– – 0.11% 36
2018
Q1 		$462K Buy
43,926
+2,340
+6% +$25.5K 0.11% 36
2017
Q4 		$442K Hold
41,586
– – 0.1% 36
2017
Q3 		$416K Sell
41,586
-222
-0.5% -$2.18K 0.1% 37
2017
Q2 		$403K Buy
41,808
+324
+0.8% +$3.09K 0.1% 36
2017
Q1 		$389K Buy
41,484
+2,856
+7% +$26.4K 0.1% 37
2016
Q4 		$343K Buy
38,628
+1,896
+5% +$16.5K 0.09% 40
2016
Q3 		$316K Buy
36,732
+1,056
+3% +$9.06K 0.09% 38
2016
Q2 		$296K Buy
35,676
+5,820
+19% +$47.8K 0.08% 37
2016
Q1 		$243K Buy
29,856
+4,560
+18% +$35.2K 0.07% 42
2015
Q4 		$205K Buy
+25,296
New +$206K 0.06% 49

Other funds holding SCHX

Wealth Enhancement Advisory Services
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
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Twele Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q2 2026, selling an estimated $50.2K and leaving 38,364 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #26.

Twele Capital Management first reported a position in SCHX in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.39M in Q4 2021. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Twele Capital Management held 38,364 shares of Schwab US Large- Cap ETF worth $1.13M as of Q2 2026.
  • Twele Capital Management sold 1,757 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $50.2K.
  • Schwab US Large- Cap ETF made up 0.18% of Twele Capital Management's portfolio in Q2 2026, its #26 holding.
  • Twele Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Twele Capital Management's Schwab US Large- Cap ETF position peaked at $1.39M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.