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

Vision 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 		$1.96M Sell
66,536
-78
-0.1% -$2.23K 0.22% 65
2026
Q1 		$1.71M Sell
66,614
-30
-0% -$805 0.22% 64
2025
Q4 		$1.79M Sell
66,644
-1,278
-2% -$34.1K 0.22% 65
2025
Q3 		$1.79M Sell
67,922
-61
-0.1% -$1.55K 0.22% 65
2025
Q2 		$1.66M Sell
67,983
-586
-0.9% -$13.2K 0.22% 67
2025
Q1 		$1.51M Sell
68,569
-7,098
-9% -$165K 0.22% 66
2024
Q4 		$1.75M Sell
75,667
-3,989
-5% -$93K 0.26% 62
2024
Q3 		$1.8M Sell
79,656
-2,988
-4% -$65.1K 0.25% 65
2024
Q2 		$1.77M Sell
82,644
-2,328
-3% -$48.1K 0.26% 62
2024
Q1 		$1.76M Sell
84,972
-2,544
-3% -$50.1K 0.26% 66
2023
Q4 		$1.65M Sell
87,516
-594
-0.7% -$10.4K 0.26% 68
2023
Q3 		$1.49M Sell
88,110
-3,387
-4% -$59.4K 0.27% 64
2023
Q2 		$1.6M Sell
91,497
-2,565
-3% -$42.4K 0.27% 63
2023
Q1 		$1.52M Sell
94,062
-345
-0.4% -$5.43K 0.28% 65
2022
Q4 		$1.42M Sell
94,407
-28,887
-23% -$437K 0.27% 65
2022
Q3 		$1.74M Buy
123,294
+3,387
+3% +$53.1K 0.36% 58
2022
Q2 		$1.78M Buy
119,907
+44,565
+59% +$722K 0.34% 59
2022
Q1 		$1.35M Buy
75,342
+6,504
+9% +$115K 0.22% 69
2021
Q4 		$1.31M Sell
68,838
-732
-1% -$13.5K 0.19% 73
2021
Q3 		$1.21M Buy
69,570
+3,348
+5% +$59.7K 0.2% 73
2021
Q2 		$1.15M Sell
66,222
-1,530
-2% -$25.8K 0.19% 74
2021
Q1 		$1.08M Buy
67,752
+318
+0.5% +$4.98K 0.19% 72
2020
Q4 		$1.02M Buy
67,434
+7,278
+12% +$104K 0.19% 73
2020
Q3 		$808K Sell
60,156
-1,344
-2% -$17.9K 0.17% 70
2020
Q2 		$760K Buy
61,500
+19,536
+47% +$228K 0.17% 70
2020
Q1 		$428K Buy
+41,964
New +$510K 0.11% 71
2019
Q3 		– Sell
-18,234
Closed -$213K – 85
2019
Q2 		$213K Buy
+18,234
New +$209K 0.06% 82

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

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

Vision Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.12% in Q2 2026, selling an estimated $2.23K and leaving 66,536 shares worth $1.96M. The position accounts for 0.22% of the portfolio, ranked #65.

Vision Capital Management first reported a position in SCHX in Q2 2019 and has held it in 27 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Vision Capital Management held 66,536 shares of Schwab US Large- Cap ETF worth $1.96M as of Q2 2026.
  • Vision Capital Management sold 78 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.23K.
  • Schwab US Large- Cap ETF made up 0.22% of Vision Capital Management's portfolio in Q2 2026, its #65 holding.
  • Vision Capital Management first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 27 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.