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

Abound 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 		$23.8M Buy
808,077
+8,803
+1% +$251K 4.72% 7
2026
Q1 		$20.5M Buy
799,274
+2,430
+0.3% +$65.2K 4.66% 7
2025
Q4 		$21.4M Buy
796,844
+7,639
+1% +$204K 5.02% 7
2025
Q3 		$20.8M Buy
789,205
+3,818
+0.5% +$97K 5.2% 6
2025
Q2 		$19.2M Buy
785,387
+17,666
+2% +$399K 5.42% 6
2025
Q1 		$17M Buy
767,721
+9,556
+1% +$222K 5.66% 6
2024
Q4 		$17.6M Sell
758,165
-4,849
-0.6% -$113K 5.64% 6
2024
Q3 		$17.3M Sell
763,014
-11,703
-2% -$255K 5.73% 6
2024
Q2 		$16.6M Sell
774,717
-9,555
-1% -$197K 6.12% 6
2024
Q1 		$16.2M Sell
784,272
-9,036
-1% -$178K 6.18% 6
2023
Q4 		$14.9M Sell
793,308
-3,873
-0.5% -$68K 5.98% 6
2023
Q3 		$13.4M Sell
797,181
-15,771
-2% -$277K 5.72% 7
2023
Q2 		$14.2M Sell
812,952
-3,084
-0.4% -$50.9K 5.94% 7
2023
Q1 		$13.2M Buy
816,036
+21,513
+3% +$339K 5.9% 8
2022
Q4 		$12M Sell
794,523
-5,283
-0.7% -$80K 5.85% 8
2022
Q3 		$11.3M Sell
799,806
-18,420
-2% -$289K 6.1% 8
2022
Q2 		$12.2M Sell
818,226
-39,399
-5% -$638K 6.78% 8
2022
Q1 		$15.4M Buy
857,625
+6,327
+0.7% +$112K 11.1% 4
2021
Q4 		$16.1M Buy
+851,298
New +$15.7M 12.68% 3

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Abound Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q2 2026, buying an estimated $251K and bringing the position to 808,077 shares worth $23.8M. The position accounts for 4.72% of the portfolio, ranked #7.

Abound Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 385 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Abound Wealth Management held 808,077 shares of Schwab US Large- Cap ETF worth $23.8M as of Q2 2026.
  • Abound Wealth Management bought 8,803 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $251K.
  • Schwab US Large- Cap ETF made up 4.72% of Abound Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Abound Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 385 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.