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Waverly Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Waverly 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 		$43.2M Sell
1,467,168
-34,243
-2% -$978K 0.25% 87
2026
Q1 		$38.5M Buy
1,501,411
+986,495
+192% +$26.5M 0.29% 74
2025
Q4 		$13.9M Buy
514,916
+21,727
+4% +$580K 0.11% 177
2025
Q3 		$13M Buy
493,189
+599
+0.1% +$15.2K 0.13% 157
2025
Q2 		$12M Buy
492,590
+187
+0% +$4.23K 0.13% 166
2025
Q1 		$10.9M Buy
492,403
+185,368
+60% +$4.32M 0.13% 170
2024
Q4 		$7.12M Buy
307,035
+3,099
+1% +$72.2K 0.11% 178
2024
Q3 		$6.87M Buy
303,936
+2,610
+0.9% +$56.9K 0.13% 156
2024
Q2 		$6.45M Buy
301,326
+23,289
+8% +$481K 0.13% 153
2024
Q1 		$5.75M Buy
278,037
+172,302
+163% +$3.39M 0.14% 128
2023
Q4 		$1.99M Buy
105,735
+1,026
+1% +$18K 0.07% 149
2023
Q3 		$1.77M Buy
104,709
+231
+0.2% +$4.05K 0.08% 148
2023
Q2 		$1.82M Buy
104,478
+8,871
+9% +$146K 0.08% 134
2023
Q1 		$1.54M Buy
95,607
+1,635
+2% +$25.7K 0.08% 118
2022
Q4 		$1.41M Buy
93,972
+24
+0% +$363 0.08% 111
2022
Q3 		$1.33M Buy
+93,948
New +$1.47M 0.09% 93

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

Waverly Advisors's SCHX Position: Q2 2026 in Review

Waverly Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.3% in Q2 2026, selling an estimated $978K and leaving 1,467,168 shares worth $43.2M. The position accounts for 0.25% of the portfolio, ranked #87.

Waverly Advisors first reported a position in SCHX in Q3 2022 and has held it in 16 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Waverly Advisors held 1,467,168 shares of Schwab US Large- Cap ETF worth $43.2M as of Q2 2026.
  • Waverly Advisors sold 34,243 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $978K.
  • Schwab US Large- Cap ETF made up 0.25% of Waverly Advisors's portfolio in Q2 2026, its #87 holding.
  • Waverly Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.