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

ARS Wealth Advisors Group’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 		$692K Buy
23,516
+9,519
+68% +$272K 0.05% 119
2026
Q1 		$359K Sell
13,997
-1,583
-10% -$42.5K 0.03% 145
2025
Q4 		$419K Buy
15,580
+1,772
+13% +$47.3K 0.04% 121
2025
Q3 		$364K Buy
13,808
+3,840
+39% +$97.5K 0.04% 128
2025
Q2 		$244K Buy
+9,968
New +$225K 0.03% 162

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

ARS Wealth Advisors Group's SCHX Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Schwab US Large- Cap ETF (SCHX) stake by 68% in Q2 2026, buying an estimated $272K and bringing the position to 23,516 shares worth $692K. The position accounts for 0.05% of the portfolio, ranked #119.

ARS Wealth Advisors Group first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 741 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • ARS Wealth Advisors Group held 23,516 shares of Schwab US Large- Cap ETF worth $692K as of Q2 2026.
  • ARS Wealth Advisors Group bought 9,519 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $272K.
  • Schwab US Large- Cap ETF made up 0.05% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #119 holding.
  • ARS Wealth Advisors Group first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 741 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.