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

YHB 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
Q3 		$7.64M Buy
254,760
+25,413
+11% +$761K 0.48% 55
2026
Q2 		$6.75M Buy
229,347
+13,833
+6% +$395K 0.43% 61
2026
Q1 		$5.53M Buy
215,514
+18,036
+9% +$484K 0.4% 72
2025
Q4 		$5.31M Buy
197,478
+50,920
+35% +$1.36M 0.37% 72
2025
Q3 		$3.86M Buy
146,558
+2,065
+1% +$52.4K 0.28% 82
2025
Q2 		$3.53M Buy
144,493
+22,341
+18% +$505K 0.27% 89
2025
Q1 		$2.7M Buy
122,152
+9,638
+9% +$224K 0.23% 100
2024
Q4 		$2.61M Buy
112,514
+21,935
+24% +$511K 0.21% 101
2024
Q3 		$2.05M Buy
90,579
+4,425
+5% +$96.4K 0.17% 117
2024
Q2 		$1.85M Buy
86,154
+1,242
+1% +$25.7K 0.16% 124
2024
Q1 		$1.76M Buy
84,912
+591
+0.7% +$11.6K 0.16% 125
2023
Q4 		$1.59M Sell
84,321
-1,833
-2% -$32.2K 0.15% 127
2023
Q3 		$1.45M Buy
86,154
+6,765
+9% +$119K 0.13% 132
2023
Q2 		$1.39M Sell
79,389
-2,127
-3% -$35.1K 0.13% 135
2023
Q1 		$1.31M Sell
81,516
-6,876
-8% -$108K 0.13% 135
2022
Q4 		$1.33M Buy
88,392
+24,345
+38% +$369K 0.14% 128
2022
Q3 		$904K Buy
64,047
+6,984
+12% +$110K 0.1% 148
2022
Q2 		$849K Sell
57,063
-30
-0.1% -$486 0.09% 159
2022
Q1 		$1.02M Sell
57,093
-2,199
-4% -$38.9K 0.09% 159
2021
Q4 		$1.13M Sell
59,292
-348
-0.6% -$6.43K 0.09% 163
2021
Q3 		$1.03M Buy
59,640
+2,928
+5% +$52.2K 0.09% 160
2021
Q2 		$983K Buy
56,712
+1,932
+4% +$32.6K 0.08% 167
2021
Q1 		$926K Buy
54,780
+1,338
+3% +$21K 0.08% 170
2020
Q4 		$810K Buy
53,442
+258
+0.5% +$3.69K 0.08% 173
2020
Q3 		$715K Buy
+53,184
New +$707K 0.08% 174

Other funds holding SCHX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

YHB Investment Advisors's SCHX Position: Q3 2026 in Review

YHB Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q3 2026, buying an estimated $761K and bringing the position to 254,760 shares worth $7.64M. The position accounts for 0.48% of the portfolio, ranked #55.

YHB Investment Advisors first reported a position in SCHX in Q3 2020 and has held it in 25 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • YHB Investment Advisors held 254,760 shares of Schwab US Large- Cap ETF worth $7.64M as of Q3 2026.
  • YHB Investment Advisors bought 25,413 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $761K.
  • Schwab US Large- Cap ETF made up 0.48% of YHB Investment Advisors's portfolio in Q3 2026, its #55 holding.
  • YHB Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • 95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.