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Uncommon Cents Investing’s Schwab US Large- Cap ETF SCHX Stock Holding History

Uncommon Cents Investing’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 		$566K Hold
19,236
– – 0.12% 161
2026
Q1 		$493K Hold
19,236
– – 0.11% 164
2025
Q4 		$518K Hold
19,236
– – 0.13% 154
2025
Q3 		$507K Buy
19,236
+6,525
+51% +$166K 0.13% 153
2025
Q2 		$311K Buy
+12,711
New +$287K 0.08% 182
2024
Q4 		– Sell
-1,200
Closed -$27.1K – 385
2024
Q3 		$27.1K Buy
+1,200
New +$26.1K 0.01% 283

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

Uncommon Cents Investing's SCHX Position: Q2 2026 in Review

Uncommon Cents Investing held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 19,236 shares worth $566K. The position accounts for 0.12% of the portfolio, ranked #161.

Uncommon Cents Investing first reported a position in SCHX in Q3 2024 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Uncommon Cents Investing held 19,236 shares of Schwab US Large- Cap ETF worth $566K as of Q2 2026.
  • Uncommon Cents Investing left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.12% of Uncommon Cents Investing's portfolio in Q2 2026, its #161 holding.
  • Uncommon Cents Investing first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Uncommon Cents Investing's 13F filing for Q2 2026, filed 20 Jul 2026.