VA
SCHX icon

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

Vident Advisory’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 		$1.59M Buy
54,075
+29,605
+121% +$845K 0.01% 771
2026
Q1 		$627K Buy
24,470
+2,346
+11% +$62.9K 0.01% 1131
2025
Q4 		$595K Buy
22,124
+3,868
+21% +$103K 0.01% 1071
2025
Q3 		$481K Hold
18,256
– – ﹤0.01% 1221
2025
Q2 		$446K Buy
18,256
+68
+0.4% +$1.54K 0.01% 1129
2025
Q1 		$402K Buy
18,188
+726
+4% +$16.9K 0.01% 1144
2024
Q4 		$405K Buy
17,462
+707
+4% +$16.5K 0.01% 1052
2024
Q3 		$379K Hold
16,755
– – 0.01% 1058
2024
Q2 		$359K Hold
16,755
– – 0.01% 1057
2024
Q1 		$347K Hold
16,755
– – 0.01% 965
2023
Q4 		$315K Hold
16,755
– – 0.01% 977
2023
Q3 		$283K Buy
+16,755
New +$294K 0.01% 944

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

Vident Advisory's SCHX Position: Q2 2026 in Review

Vident Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 121% in Q2 2026, buying an estimated $845K and bringing the position to 54,075 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #771.

Vident Advisory first reported a position in SCHX in Q3 2023 and has held it in 12 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Vident Advisory held 54,075 shares of Schwab US Large- Cap ETF worth $1.59M as of Q2 2026.
  • Vident Advisory bought 29,605 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $845K.
  • Schwab US Large- Cap ETF made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #771 holding.
  • Vident Advisory first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.