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

Alaska 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	$211K	Buy	+7,182	New	+$205K	0.02%	87
2024 Q4	–	Sell	-8,196	Closed	-$185K	–	91
2024 Q3	$185K	Hold	8,196	–	–	0.03%	76
2024 Q2	$176K	Sell	8,196 -12	-0.1%	-$248	0.03%	69
2024 Q1	$170K	Hold	8,208	–	–	0.03%	71
2023 Q4	$154K	Hold	8,208	–	–	0.03%	71
2023 Q3	$138K	Sell	8,208 -330	-4%	-$5.79K	0.02%	66
2023 Q2	$149K	Hold	8,538	–	–	0.02%	67
2023 Q1	$138K	Buy	+8,538	New	+$134K	0.02%	64

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Alaska Wealth Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,182 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #87 among its holdings. This is a return to the name: Alaska Wealth Advisors previously reported a position in SCHX as recently as Q3 2024.

Alaska Wealth Advisors first reported a position in SCHX in Q1 2023 and has held it in 8 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Alaska Wealth Advisors held 7,182 shares of Schwab US Large- Cap ETF worth $211K as of Q2 2026.
Schwab US Large- Cap ETF was a new Alaska Wealth Advisors position in Q2 2026.
Schwab US Large- Cap ETF made up 0.02% of Alaska Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Alaska Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 8 quarters since.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.