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Valley Brook Capital Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Valley Brook Capital 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 		$544K Buy
18,480
+145
+0.8% +$4.14K 0.31% 73
2026
Q1 		$470K Buy
18,335
+6,918
+61% +$186K 0.32% 70
2025
Q4 		$307K Buy
+11,417
New +$305K 0.2% 92

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Valley Brook Capital Group's SCHX Position: Q2 2026 in Review

Valley Brook Capital Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.79% in Q2 2026, buying an estimated $4.14K and bringing the position to 18,480 shares worth $544K. The position accounts for 0.31% of the portfolio, ranked #73.

Valley Brook Capital Group first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,055 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Valley Brook Capital Group held 18,480 shares of Schwab US Large- Cap ETF worth $544K as of Q2 2026.
  • Valley Brook Capital Group bought 145 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.14K.
  • Schwab US Large- Cap ETF made up 0.31% of Valley Brook Capital Group's portfolio in Q2 2026, its #73 holding.
  • Valley Brook Capital Group first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.