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Yanni & Associates Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Yanni & Associates Investment 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 		$12.8M Sell
433,561
-689
-0.2% -$19.7K 11.77% 3
2026
Q1 		$11.1M Buy
434,250
+4,959
+1% +$133K 11.54% 3
2025
Q4 		$11.6M Buy
+429,291
New +$11.5M 11.55% 3

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

Yanni & Associates Investment Advisors's SCHX Position: Q2 2026 in Review

Yanni & Associates Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.16% in Q2 2026, selling an estimated $19.7K and leaving 433,561 shares worth $12.8M. The position accounts for 11.77% of the portfolio, ranked #3.

Yanni & Associates Investment Advisors first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,597 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Yanni & Associates Investment Advisors held 433,561 shares of Schwab US Large- Cap ETF worth $12.8M as of Q2 2026.
  • Yanni & Associates Investment Advisors sold 689 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $19.7K.
  • Schwab US Large- Cap ETF made up 11.77% of Yanni & Associates Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Yanni & Associates Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Yanni & Associates Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.