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

Virtue Capital Management’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	$3.53M	Buy	119,825 +13,307	+12%	+$380K	0.47%	50
2026 Q1	$2.65M	Buy	106,518 +47,627	+81%	+$1.28M	0.4%	43
2025 Q4	$1.59M	Buy	58,891 +49,997	+562%	+$1.34M	0.24%	70
2025 Q3	$849K	Sell	8,894 -82,513	-90%	-$2.1M	0.14%	122
2025 Q2	$2.23M	Buy	91,407 +3,681	+4%	+$83.2K	0.41%	41
2025 Q1	$1.94M	Buy	87,726 +9,755	+13%	+$227K	0.23%	80
2024 Q4	$1.81M	Sell	77,971 -3,320	-4%	-$77.4K	0.36%	49
2024 Q3	$1.84M	Sell	81,291 -3,465	-4%	-$75.5K	0.37%	46
2024 Q2	$1.85M	Sell	84,756 -9,897	-10%	-$205K	0.32%	53
2024 Q1	$1.92M	Buy	+94,653	New	+$1.86M	0.34%	55
2023 Q4	–	Sell	-141,792	Closed	-$2.49M	–	60
2023 Q3	$2.48M	Hold	141,792	–	–	0.42%	46
2023 Q2	$2.48M	Buy	+141,792	New	+$2.34M	0.42%	46

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Virtue Capital Management's SCHX Position: Q2 2026 in Review

Virtue Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q2 2026, buying an estimated $380K and bringing the position to 119,825 shares worth $3.53M. The position accounts for 0.47% of the portfolio, ranked #50.

Virtue Capital Management first reported a position in SCHX in Q2 2023 and has held it in 12 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Virtue Capital Management held 119,825 shares of Schwab US Large- Cap ETF worth $3.53M as of Q2 2026.
Virtue Capital Management bought 13,307 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $380K.
Schwab US Large- Cap ETF made up 0.47% of Virtue Capital Management's portfolio in Q2 2026, its #50 holding.
Virtue Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.