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

Aaron Wealth 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 		$751K Buy
25,528
+55
+0.2% +$1.57K 0.04% 316
2026
Q1 		$653K Buy
25,473
+62
+0.2% +$1.66K 0.04% 325
2025
Q4 		$684K Buy
25,411
+63
+0.2% +$1.68K 0.04% 348
2025
Q3 		$668K Buy
25,348
+59
+0.2% +$1.5K 0.04% 334
2025
Q2 		$618K Buy
25,289
+4,363
+21% +$98.6K 0.06% 193
2025
Q1 		$462K Sell
20,926
-6,158
-23% -$143K 0.05% 232
2024
Q4 		$628K Buy
27,084
+90
+0.3% +$2.1K 0.07% 164
2024
Q3 		$611K Buy
26,994
+168
+0.6% +$3.66K 0.07% 168
2024
Q2 		$575K Hold
26,826
– – 0.08% 157
2024
Q1 		$555K Buy
26,826
+84
+0.3% +$1.65K 0.08% 152
2023
Q4 		$503K Buy
26,742
+1,908
+8% +$33.5K 0.08% 139
2023
Q3 		$419K Sell
24,834
-462
-2% -$8.11K 0.05% 167
2023
Q2 		$442K Buy
25,296
+4,935
+24% +$81.5K 0.06% 167
2023
Q1 		$328K Buy
+20,361
New +$320K 0.05% 196

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

Aaron Wealth Advisors's SCHX Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.22% in Q2 2026, buying an estimated $1.57K and bringing the position to 25,528 shares worth $751K. The position accounts for 0.04% of the portfolio, ranked #316.

Aaron Wealth Advisors first reported a position in SCHX in Q1 2023 and has held it in 14 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Aaron Wealth Advisors held 25,528 shares of Schwab US Large- Cap ETF worth $751K as of Q2 2026.
  • Aaron Wealth Advisors bought 55 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.57K.
  • Schwab US Large- Cap ETF made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #316 holding.
  • Aaron Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.