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

Veery Capital’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	$1.52M	Buy	51,559 +483	+0.9%	+$13.8K	0.41%	30
2026 Q1	$1.31M	Buy	51,076 +883	+2%	+$23.7K	0.4%	27
2025 Q4	$1.35M	Sell	50,193 -533	-1%	-$14.2K	0.41%	30
2025 Q3	$1.34M	Sell	50,726 -3,484	-6%	-$88.5K	0.42%	29
2025 Q2	$1.32M	Sell	54,210 -560	-1%	-$12.7K	0.46%	25
2025 Q1	$1.21M	Sell	54,770 -23,757	-30%	-$553K	0.47%	26
2024 Q4	$1.82M	Sell	78,527 -401,386	-84%	-$9.35M	0.7%	22
2024 Q3	$10.9M	Sell	479,913 -1,046,061	-69%	-$22.8M	4.07%	10
2024 Q2	$32.7M	Sell	1,525,974 -120,486	-7%	-$2.49M	13.24%	1
2024 Q1	$34.1M	Buy	1,646,460 +20,958	+1%	+$413K	13.96%	1
2023 Q4	$30.6M	Buy	1,625,502 +54,132	+3%	+$951K	13.7%	1
2023 Q3	$26.5M	Buy	1,571,370 +30,108	+2%	+$528K	12.9%	1
2023 Q2	$26.9M	Buy	1,541,262 +100,158	+7%	+$1.65M	12.69%	2
2023 Q1	$23.2M	Buy	1,441,104 +150,468	+12%	+$2.37M	12.4%	2
2022 Q4	$19.4M	Sell	1,290,636 -13,686	-1%	-$207K	11.48%	2
2022 Q3	$18.4M	Buy	1,304,322 +43,662	+3%	+$685K	11.78%	2
2022 Q2	$18.8M	Buy	1,260,660 +13,767	+1%	+$223K	11.54%	2
2022 Q1	$22.4M	Buy	1,246,893 +12,237	+1%	+$217K	12.38%	2
2021 Q4	$23.4M	Buy	1,234,656 +29,508	+2%	+$545K	12.3%	2
2021 Q3	$20.9M	Buy	1,205,148 +25,356	+2%	+$452K	11.85%	2
2021 Q2	$20.4M	Buy	1,179,792 +44,142	+4%	+$745K	11.9%	2
2021 Q1	$18.2M	Sell	1,135,650 -79,422	-7%	-$1.24M	11.5%	2
2020 Q4	$18.4M	Buy	+1,215,072	New	+$17.4M	12.42%	2

Other funds holding SCHX

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

Veery Capital's SCHX Position: Q2 2026 in Review

Veery Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 0.95% in Q2 2026, buying an estimated $13.8K and bringing the position to 51,559 shares worth $1.52M. The position accounts for 0.41% of the portfolio, ranked #30.

Veery Capital first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. The position peaked at $34.1M in Q1 2024. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Veery Capital held 51,559 shares of Schwab US Large- Cap ETF worth $1.52M as of Q2 2026.
Veery Capital bought 483 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $13.8K.
Schwab US Large- Cap ETF made up 0.41% of Veery Capital's portfolio in Q2 2026, its #30 holding.
Veery Capital first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
Veery Capital's Schwab US Large- Cap ETF position peaked at $34.1M in Q1 2024.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.