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Vestmark Advisory Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vestmark Advisory Solutions’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 		$452K Sell
15,372
-4,025
-21% -$115K ﹤0.01% 1168
2026
Q1 		$497K Buy
19,397
+10,572
+120% +$284K 0.01% 1068
2025
Q4 		$237K Buy
+8,825
New +$236K ﹤0.01% 1164

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

Vestmark Advisory Solutions's SCHX Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Schwab US Large- Cap ETF (SCHX) stake by 21% in Q2 2026, selling an estimated $115K and leaving 15,372 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Vestmark Advisory Solutions first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $497K in Q1 2026. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Vestmark Advisory Solutions held 15,372 shares of Schwab US Large- Cap ETF worth $452K as of Q2 2026.
  • Vestmark Advisory Solutions sold 4,025 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $115K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1168 holding.
  • Vestmark Advisory Solutions first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Vestmark Advisory Solutions's Schwab US Large- Cap ETF position peaked at $497K in Q1 2026.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.