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

West Paces 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	$41.4K	Hold	1,406	–	–	0.01%	287
2026 Q1	$36K	Hold	1,406	–	–	0.01%	183
2025 Q4	$37.8K	Hold	1,406	–	–	0.01%	179
2025 Q3	$37K	Hold	1,406	–	–	0.01%	168
2025 Q2	$34.4K	Hold	1,406	–	–	0.01%	174
2025 Q1	$31K	Hold	1,406	–	–	0.01%	269
2024 Q4	$32.6K	Sell	1,406 -1	-0.1%	-$23	0.01%	267
2024 Q3	$31.8K	Sell	1,407 -6,945	-83%	-$151K	0.01%	269
2024 Q2	$179K	Hold	8,352	–	–	0.05%	129
2024 Q1	$173K	Hold	8,352	–	–	0.05%	138
2023 Q4	$157K	Sell	8,352 -6,195	-43%	-$109K	0.04%	141
2023 Q3	$245K	Hold	14,547	–	–	0.08%	107
2023 Q2	$254K	Sell	14,547 -21	-0.1%	-$347	0.07%	111
2023 Q1	$235K	Hold	14,568	–	–	0.07%	115
2022 Q4	$219K	Hold	14,568	–	–	0.07%	115
2022 Q3	$206K	Sell	14,568 -10,377	-42%	-$163K	0.07%	115
2022 Q2	$371K	Buy	24,945 +19,395	+349%	+$314K	0.13%	94
2022 Q1	$99.6K	Buy	5,550 +990	+22%	+$17.5K	0.03%	179
2021 Q4	$86.5K	Hold	4,560	–	–	0.03%	188
2021 Q3	$79.1K	Hold	4,560	–	–	0.03%	180
2021 Q2	$79K	Buy	+4,560	New	+$76.9K	0.03%	170
2019 Q1	–	Sell	-16,788	Closed	-$167K	–	483
2018 Q4	$167K	Buy	+16,788	New	+$180K	0.13%	107
2017 Q1	–	Sell	-25,170	Closed	-$223K	–	541
2016 Q4	$223K	Buy	+25,170	New	+$219K	0.21%	94

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

West Paces Advisors's SCHX Position: Q2 2026 in Review

West Paces Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 1,406 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #287.

West Paces Advisors first reported a position in SCHX in Q4 2016 and has held it in 23 quarters since. The position peaked at $371K in Q2 2022. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

West Paces Advisors held 1,406 shares of Schwab US Large- Cap ETF worth $41.4K as of Q2 2026.
West Paces Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #287 holding.
West Paces Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 23 quarters since.
West Paces Advisors's Schwab US Large- Cap ETF position peaked at $371K in Q2 2022.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.