Warwick Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Warwick Investment 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	$2M	Buy	67,902 +234	+0.3%	+$6.68K	0.22%	45
2026 Q1	$1.74M	Hold	67,668	–	–	0.25%	42
2025 Q4	$1.82M	Hold	67,668	–	–	0.28%	43
2025 Q3	$1.78M	Hold	67,668	–	–	0.31%	43
2025 Q2	$1.65M	Hold	67,668	–	–	0.32%	38
2025 Q1	$1.49M	Hold	67,668	–	–	0.31%	38
2024 Q4	$1.57M	Hold	67,668	–	–	0.32%	34
2024 Q3	$1.53M	Hold	67,668	–	–	0.36%	26
2024 Q2	$1.45M	Buy	+67,668	New	+$1.4M	0.34%	32
2024 Q1	–	Sell	-67,668	Closed	-$1.27M	–	102
2023 Q4	$1.27M	Hold	67,668	–	–	0.37%	31
2023 Q3	$1.14M	Hold	67,668	–	–	0.43%	30
2023 Q2	$1.18M	Sell	67,668 -90	-0.1%	-$1.49K	0.46%	28
2023 Q1	$1.09M	Sell	67,758 -1,614	-2%	-$25.4K	0.46%	27
2022 Q4	$1.04M	Buy	+69,372	New	+$1.05M	0.43%	32
2022 Q3	–	Sell	-69,366	Closed	-$1.03M	–	61
2022 Q2	$1.03M	Buy	69,366 +3	+0%	+$49	0.5%	24
2022 Q1	$1.25M	Sell	69,363 -927	-1%	-$16.4K	0.54%	21
2021 Q4	$1.33M	Buy	+70,290	New	+$1.3M	0.67%	16

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

Warwick Investment Management's SCHX Position: Q2 2026 in Review

Warwick Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.35% in Q2 2026, buying an estimated $6.68K and bringing the position to 67,902 shares worth $2M. The position accounts for 0.22% of the portfolio, ranked #45.

Warwick Investment Management first reported a position in SCHX in Q4 2021 and has held it in 17 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Warwick Investment Management held 67,902 shares of Schwab US Large- Cap ETF worth $2M as of Q2 2026.
Warwick Investment Management bought 234 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.68K.
Schwab US Large- Cap ETF made up 0.22% of Warwick Investment Management's portfolio in Q2 2026, its #45 holding.
Warwick Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 17 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.