VIA
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Victrix Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Victrix Investment Advisors’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 		– Sell
-68,628
Closed -$1.76M – 98
2026
Q1 		$1.76M Sell
68,628
-7,569
-10% -$203K 0.64% 48
2025
Q4 		$2.05M Buy
+76,197
New +$2.03M 0.79% 40
2025
Q3 		– Sell
-93,216
Closed -$2.28M – 94
2025
Q2 		$2.28M Sell
93,216
-4,016
-4% -$90.8K 1.01% 35
2025
Q1 		$2.03M Buy
+97,232
New +$2.26M 1.06% 34

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

Victrix Investment Advisors's SCHX Position: Q2 2026 in Review

Victrix Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 68,628 shares — an estimated $1.76M sold.

Victrix Investment Advisors first reported a position in SCHX in Q1 2025 and held it in 4 quarters. The position peaked at $2.28M in Q2 2025. 1,055 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Victrix Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Victrix Investment Advisors sold 68,628 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.76M.
  • Victrix Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2025 and held it in 4 quarters.
  • Victrix Investment Advisors's Schwab US Large- Cap ETF position peaked at $2.28M in Q2 2025.
  • 1,055 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.