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Venture Visionary Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Venture Visionary Partners’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 		$943K Buy
32,056
+42
+0.1% +$1.2K 0.03% 353
2026
Q1 		$821K Sell
32,014
-357
-1% -$9.58K 0.03% 344
2025
Q4 		$871K Sell
32,371
-4,256
-12% -$114K 0.03% 335
2025
Q3 		$965K Sell
36,627
-1,180
-3% -$30K 0.03% 301
2025
Q2 		$924K Buy
37,807
+2,459
+7% +$55.6K 0.03% 294
2025
Q1 		$780K Buy
35,348
+637
+2% +$14.8K 0.03% 307
2024
Q4 		$805K Buy
34,711
+142
+0.4% +$3.31K 0.03% 292
2024
Q3 		$782K Sell
34,569
-13,278
-28% -$289K 0.03% 302
2024
Q2 		$1.03M Sell
47,847
-18
-0% -$372 0.05% 271
2024
Q1 		$990K Sell
47,865
-1,938
-4% -$38.2K 0.05% 273
2023
Q4 		$936K Sell
49,803
-5,439
-10% -$95.5K 0.05% 262
2023
Q3 		$932K Sell
55,242
-3,798
-6% -$66.6K 0.06% 251
2023
Q2 		$1.03M Sell
59,040
-2,073
-3% -$34.2K 0.06% 239
2023
Q1 		$985K Sell
61,113
-5,409
-8% -$85.1K 0.06% 242
2022
Q4 		$1M Sell
66,522
-1,977
-3% -$29.9K 0.07% 215
2022
Q3 		$966K Buy
68,499
+189
+0.3% +$2.96K 0.08% 204
2022
Q2 		$1.02M Buy
68,310
+369
+0.5% +$5.98K 0.08% 199
2022
Q1 		$1.22M Buy
67,941
+63
+0.1% +$1.11K 0.08% 199
2021
Q4 		$1.29M Sell
67,878
-4,230
-6% -$78.1K 0.08% 196
2021
Q3 		$1.25M Sell
72,108
-13,248
-16% -$236K 0.09% 180
2021
Q2 		$1.48M Sell
85,356
-48,372
-36% -$816K 0.12% 161
2021
Q1 		$2.14M Sell
133,728
-59,022
-31% -$925K 0.18% 113
2020
Q4 		$2.92M Buy
+192,750
New +$2.76M 0.32% 69

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

Venture Visionary Partners's SCHX Position: Q2 2026 in Review

Venture Visionary Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.13% in Q2 2026, buying an estimated $1.2K and bringing the position to 32,056 shares worth $943K. The position accounts for 0.03% of the portfolio, ranked #353.

Venture Visionary Partners first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.92M in Q4 2020. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Venture Visionary Partners held 32,056 shares of Schwab US Large- Cap ETF worth $943K as of Q2 2026.
  • Venture Visionary Partners bought 42 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.2K.
  • Schwab US Large- Cap ETF made up 0.03% of Venture Visionary Partners's portfolio in Q2 2026, its #353 holding.
  • Venture Visionary Partners first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Venture Visionary Partners's Schwab US Large- Cap ETF position peaked at $2.92M in Q4 2020.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.