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1900 Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

1900 Wealth Management’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 		$3.86M Buy
131,040
+55
+0% +$1.57K 0.21% 65
2026
Q1 		$3.36M Buy
130,985
+272
+0.2% +$7.3K 0.22% 62
2025
Q4 		$3.52M Buy
130,713
+1,220
+0.9% +$32.6K 0.23% 60
2025
Q3 		$3.41M Sell
129,493
-3,539
-3% -$89.9K 0.23% 57
2025
Q2 		$3.25M Buy
133,032
+60
+0% +$1.36K 0.25% 56
2025
Q1 		$2.94M Sell
132,972
-1,402
-1% -$32.6K 0.24% 57
2024
Q4 		$3.11M Buy
134,374
+2,527
+2% +$58.9K 0.26% 58
2024
Q3 		$2.98M Sell
131,847
-9,966
-7% -$217K 0.26% 62
2024
Q2 		$3.04M Sell
141,813
-273
-0.2% -$5.64K 0.28% 59
2024
Q1 		$2.94M Sell
142,086
-1,284
-0.9% -$25.3K 0.27% 65
2023
Q4 		$2.7M Buy
143,370
+2,058
+1% +$36.1K 0.25% 76
2023
Q3 		$2.38M Sell
141,312
-1,161
-0.8% -$20.4K 0.24% 81
2023
Q2 		$2.49M Buy
142,473
+7,656
+6% +$126K 0.26% 77
2023
Q1 		$2.05M Hold
134,817
– – 0.22% 83
2022
Q4 		$2.03M Buy
134,817
+12,843
+11% +$194K 0.22% 80
2022
Q3 		$1.72M Sell
121,974
-10,620
-8% -$167K 0.2% 87
2022
Q2 		$1.97M Buy
132,594
+32,778
+33% +$531K 0.22% 84
2022
Q1 		$1.79M Sell
99,816
-3,726
-4% -$66K 0.17% 91
2021
Q4 		$1.96M Buy
103,542
+45,936
+80% +$849K 0.18% 93
2021
Q3 		$999K Sell
57,606
-120
-0.2% -$2.14K 0.1% 124
2021
Q2 		$1M Buy
57,726
+12,744
+28% +$215K 0.1% 118
2021
Q1 		$720 Buy
+44,982
New +$705K 0.05% 113

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

1900 Wealth Management's SCHX Position: Q2 2026 in Review

1900 Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q2 2026, buying an estimated $1.57K and bringing the position to 131,040 shares worth $3.86M. The position accounts for 0.21% of the portfolio, ranked #65.

1900 Wealth Management first reported a position in SCHX in Q1 2021 and has held it in 22 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • 1900 Wealth Management held 131,040 shares of Schwab US Large- Cap ETF worth $3.86M as of Q2 2026.
  • 1900 Wealth Management bought 55 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.57K.
  • Schwab US Large- Cap ETF made up 0.21% of 1900 Wealth Management's portfolio in Q2 2026, its #65 holding.
  • 1900 Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.