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United Advisor Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

United Advisor Group’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 		$12M Sell
407,165
-2,195
-0.5% -$62.7K 1.26% 11
2026
Q1 		$10.5M Buy
409,360
+22,200
+6% +$596K 1.29% 12
2025
Q4 		$10.4M Sell
387,160
-659
-0.2% -$17.6K 1.3% 13
2025
Q3 		$10.2M Buy
387,819
+102,910
+36% +$2.61M 1.37% 10
2025
Q2 		$6.96M Buy
284,909
+69,733
+32% +$1.58M 1.2% 16
2025
Q1 		$4.75M Buy
215,176
+9,833
+5% +$229K 0.97% 23
2024
Q4 		$4.76M Buy
205,343
+13,691
+7% +$319K 0.94% 26
2024
Q3 		$4.33M Sell
191,652
-112,533
-37% -$2.45M 0.98% 21
2024
Q2 		$6.51M Sell
304,185
-26,448
-8% -$547K 2.02% 9
2024
Q1 		$6.84M Sell
330,633
-155,889
-32% -$3.07M 2.57% 6
2023
Q4 		$13.7M Buy
+486,522
New +$8.54M 16.48% 1

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

United Advisor Group's SCHX Position: Q2 2026 in Review

United Advisor Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.54% in Q2 2026, selling an estimated $62.7K and leaving 407,165 shares worth $12M. The position accounts for 1.26% of the portfolio, ranked #11.

United Advisor Group first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7M in Q4 2023. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • United Advisor Group held 407,165 shares of Schwab US Large- Cap ETF worth $12M as of Q2 2026.
  • United Advisor Group sold 2,195 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $62.7K.
  • Schwab US Large- Cap ETF made up 1.26% of United Advisor Group's portfolio in Q2 2026, its #11 holding.
  • United Advisor Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's Schwab US Large- Cap ETF position peaked at $13.7M in Q4 2023.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.