WA
SCHX icon

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

Win 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 		$232K Buy
+7,883
New +$225K 0.08% 71
2026
Q1 		– Sell
-65,546
Closed -$1.76M – 110
2025
Q4 		$1.76M Sell
65,546
-37,336
-36% -$997K 0.75% 30
2025
Q3 		$2.71M Buy
+102,882
New +$2.61M 1.32% 15
2024
Q4 		– Sell
-78,147
Closed -$1.77M – 82
2024
Q3 		$1.77M Buy
+78,147
New +$1.7M 0.83% 29

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

Win Advisors's SCHX Position: Q2 2026 in Review

Win Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,883 shares worth $232K. The stake represents 0.08% of the portfolio and ranks #71 among its holdings. This is a return to the name: Win Advisors previously reported a position in SCHX as recently as Q4 2025.

Win Advisors first reported a position in SCHX in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.71M in Q3 2025. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Win Advisors held 7,883 shares of Schwab US Large- Cap ETF worth $232K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Win Advisors position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.08% of Win Advisors's portfolio in Q2 2026, its #71 holding.
  • Win Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • Win Advisors's Schwab US Large- Cap ETF position peaked at $2.71M in Q3 2025.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.