AWM
SCHX icon

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

Aprio 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 		$10.9M Buy
371,227
+320,261
+628% +$9.15M 0.54% 45
2026
Q1 		$1.31M Buy
50,966
+40,414
+383% +$1.08M 0.07% 157
2025
Q4 		$284K Buy
10,552
+566
+6% +$15.1K 0.02% 447
2025
Q3 		$263K Buy
9,986
+720
+8% +$18.3K 0.03% 358
2025
Q2 		$226K Sell
9,266
-7,555
-45% -$171K 0.03% 364
2025
Q1 		$371K Buy
16,821
+36
+0.2% +$838 0.05% 229
2024
Q4 		$389K Sell
16,785
-2,118
-11% -$49.4K 0.06% 165
2024
Q3 		$428K Sell
18,903
-657
-3% -$14.3K 0.07% 137
2024
Q2 		$419K Hold
19,560
– – 0.08% 120
2024
Q1 		$405K Buy
+19,560
New +$385K 0.08% 118

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
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

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

Aprio Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 628% in Q2 2026, buying an estimated $9.15M and bringing the position to 371,227 shares worth $10.9M. The position accounts for 0.54% of the portfolio, ranked #45.

Aprio Wealth Management first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 562 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Aprio Wealth Management held 371,227 shares of Schwab US Large- Cap ETF worth $10.9M as of Q2 2026.
  • Aprio Wealth Management bought 320,261 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.15M.
  • Schwab US Large- Cap ETF made up 0.54% of Aprio Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Aprio Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 562 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.