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

Adams 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 		$64.9M Buy
2,205,832
+97,428
+5% +$2.78M 12.43% 1
2026
Q1 		$54.1M Sell
2,108,404
-6,860
-0.3% -$184K 11.87% 1
2025
Q4 		$56.9M Sell
2,115,264
-48,958
-2% -$1.31M 12.15% 1
2025
Q3 		$57M Sell
2,164,222
-477,762
-18% -$12.1M 12.22% 1
2025
Q2 		$64.6M Sell
2,641,984
-60,216
-2% -$1.36M 12.29% 1
2025
Q1 		$59.7M Sell
2,702,200
-226,401
-8% -$5.27M 11.71% 1
2024
Q4 		$67.9M Buy
2,928,601
+51,433
+2% +$1.2M 12.98% 1
2024
Q3 		$65.1M Buy
2,877,168
+32,529
+1% +$709K 13.96% 1
2024
Q2 		$60.9M Sell
2,844,639
-14,931
-0.5% -$309K 14.03% 1
2024
Q1 		$59.2M Buy
2,859,570
+211,308
+8% +$4.16M 14.42% 1
2023
Q4 		$49.8M Sell
2,648,262
-1,988,031
-43% -$34.9M 14.72% 1
2023
Q3 		$78.2M Sell
4,636,293
-206,772
-4% -$3.63M 26.53% 1
2023
Q2 		$84.5M Buy
4,843,065
+86,535
+2% +$1.43M 26.39% 1
2023
Q1 		$76.7M Sell
4,756,530
-852,927
-15% -$13.4M 24.76% 1
2022
Q4 		$84.4M Sell
5,609,457
-2,632,056
-32% -$39.8M 29.82% 1
2022
Q3 		$116M Sell
8,241,513
-750,285
-8% -$11.8M 43.55% 1
2022
Q2 		$134M Buy
8,991,798
+1,466,799
+19% +$23.8M 50.73% 1
2022
Q1 		$135M Buy
7,524,999
+328,983
+5% +$5.82M 44.22% 1
2021
Q4 		$137M Buy
7,196,016
+174,912
+2% +$3.23M 40.09% 1
2021
Q3 		$122M Buy
7,021,104
+926,484
+15% +$16.5M 45.99% 1
2021
Q2 		$106M Buy
6,094,620
+68,238
+1% +$1.15M 45.03% 1
2021
Q1 		$96.5M Buy
6,026,382
+1,530,510
+34% +$24M 44.4% 1
2020
Q4 		$68.2M Buy
4,495,872
+923,232
+26% +$13.2M 42.83% 1
2020
Q3 		$48M Buy
3,572,640
+491,244
+16% +$6.53M 37.38% 1
2020
Q2 		$38.1M Buy
3,081,396
+419,274
+16% +$4.89M 38.92% 1
2020
Q1 		$27.2M Buy
+2,662,122
New +$32.3M 34.15% 1

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

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

Adams Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 4.6% in Q2 2026, buying an estimated $2.78M and bringing the position to 2,205,832 shares worth $64.9M. The position accounts for 12.43% of the portfolio, ranked #1.

Adams Wealth Management first reported a position in SCHX in Q1 2020 and has held it in 26 quarters since. The position peaked at $137M in Q4 2021. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Adams Wealth Management held 2,205,832 shares of Schwab US Large- Cap ETF worth $64.9M as of Q2 2026.
  • Adams Wealth Management bought 97,428 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.78M.
  • Schwab US Large- Cap ETF made up 12.43% of Adams Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Adams Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Adams Wealth Management's Schwab US Large- Cap ETF position peaked at $137M in Q4 2021.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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