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

Activest 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 		$128K Hold
4,353
– – 0.02% 161
2026
Q1 		$112K Buy
4,353
+7
+0.2% +$188 0.02% 212
2025
Q4 		$117K Buy
+4,346
New +$116K 0.02% 204
2025
Q2 		– Sell
-65,658
Closed -$1.48M – 1171
2025
Q1 		$1.45M Buy
+65,658
New +$1.53M 0.39% 34
2021
Q4 		– Sell
-84
Closed -$1K – 393
2021
Q3 		$1K Buy
+84
New +$1.5K ﹤0.01% 359

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

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

Activest Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 4,353 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #161.

Activest Wealth Management first reported a position in SCHX in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.45M in Q1 2025. 693 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Activest Wealth Management held 4,353 shares of Schwab US Large- Cap ETF worth $128K as of Q2 2026.
  • Activest Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Activest Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 5 quarters since.
  • Activest Wealth Management's Schwab US Large- Cap ETF position peaked at $1.45M in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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