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

Accurate 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 		$810K Sell
27,224
-10,947
-29% -$313K 0.08% 254
2026
Q1 		$1.02M Buy
38,171
+12,096
+46% +$324K 0.12% 188
2025
Q4 		$715K Sell
26,075
-4,564
-15% -$122K 0.09% 232
2025
Q3 		$804K Sell
30,639
-3,526
-10% -$89.5K 0.11% 203
2025
Q2 		$847K Buy
34,165
+16,971
+99% +$384K 0.13% 175
2025
Q1 		$362K Sell
17,194
-2,119
-11% -$49.3K 0.07% 248
2024
Q4 		$445K Sell
19,313
-42,040
-69% -$980K 0.09% 219
2024
Q3 		$468K Buy
61,353
+36,759
+149% +$801K 0.09% 206
2024
Q2 		$544K Buy
24,594
+1,308
+6% +$27K 0.13% 156
2024
Q1 		$456K Sell
23,286
-17,883
-43% -$352K 0.13% 156
2023
Q4 		$775K Sell
41,169
-5,598
-12% -$98.3K 0.24% 96
2023
Q3 		$804K Sell
46,767
-16,695
-26% -$293K 0.25% 88
2023
Q2 		$1.13M Sell
63,462
-19,674
-24% -$325K 0.35% 68
2023
Q1 		$1.34M Sell
83,136
-5,310
-6% -$83.6K 0.46% 56
2022
Q4 		$1.36M Buy
+88,446
New +$1.34M 0.5% 44

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

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

Accurate Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 29% in Q2 2026, selling an estimated $313K and leaving 27,224 shares worth $810K. The position accounts for 0.08% of the portfolio, ranked #254.

Accurate Wealth Management first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q4 2022. 700 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Accurate Wealth Management held 27,224 shares of Schwab US Large- Cap ETF worth $810K as of Q2 2026.
  • Accurate Wealth Management sold 10,947 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $313K.
  • Schwab US Large- Cap ETF made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Accurate Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's Schwab US Large- Cap ETF position peaked at $1.36M in Q4 2022.
  • 700 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.