Savvy Advisors, Inc. SCHX holdings history
SCHWAB US LARGE-CAP ETF · CUSIP 808524201 · CIK 2003633
As of 2026-06-30, Savvy Advisors, Inc. reported 551.25K SCHX (shares), valued at $16.22M, or 0.35% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 0.01%; reported value increased 14.79%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.35% | 551,255 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 0.38% | 551,210 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 0.45% | 518,836 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 0.60% | 494,508 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 0.66% | 404,893 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.88% | 394,266 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 1.10% | 395,770 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 1.44% | 104,721 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 1.53% | 73,092 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.55% | 71,268 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 4.03% | 73,664 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 4.03% | 73,664 | $4.15M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 2.55% | 71,268 | $4.42M | Shares decreased 3.25%; reported value increased 6.46%, and weight changed -1.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.53% | 73,092 | $4.70M | Shares increased 2.56%; reported value increased 6.18%, and weight changed -1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.44% | 104,721 | $7.11M | Shares increased 43.27%; reported value increased 51.30%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 1.10% | 395,770 | $9.17M | Shares increased 277.93%; reported value increased 29.11%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.88% | 394,266 | $8.71M | Shares decreased 0.38%; reported value decreased 5.11%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.66% | 404,893 | $9.90M | Shares increased 2.70%; reported value increased 13.67%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.60% | 494,508 | $13.03M | Shares increased 22.13%; reported value increased 31.63%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 0.45% | 518,836 | $13.96M | Shares increased 4.92%; reported value increased 7.19%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 0.38% | 551,210 | $14.13M | Shares increased 6.24%; reported value increased 1.23%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 0.35% | 551,255 | $16.22M | Shares increased 0.01%; reported value increased 14.79%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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