Ashton Thomas Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ashton Thomas Private Wealth’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	$41.7M	Buy	1,418,231 +864	+0.1%	+$24.7K	0.87%	17
2026 Q1	$36.3M	Buy	1,417,367 +9,730	+0.7%	+$261K	0.86%	16
2025 Q4	$37.9M	Sell	1,407,637 -19,059	-1%	-$509K	0.92%	19
2025 Q3	$37.6M	Sell	1,426,696 -2,356	-0.2%	-$59.8K	0.97%	14
2025 Q2	$34.9M	Sell	1,429,052 -4,240	-0.3%	-$95.9K	1.23%	7
2025 Q1	$31.6M	Sell	1,433,292 -12,787	-0.9%	-$298K	1.21%	8
2024 Q4	$33.5M	Buy	+1,446,079	New	+$33.7M	1.3%	8
2024 Q3	–	Sell	-7,083	Closed	-$152K	–	1607
2024 Q2	$152K	Buy	+7,083	New	+$146K	0.01%	647
2020 Q3	–	Sell	-16,914	Closed	-$209K	–	258
2020 Q2	$209K	Buy	+16,914	New	+$197K	0.06%	218

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

Ashton Thomas Private Wealth's SCHX Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.06% in Q2 2026, buying an estimated $24.7K and bringing the position to 1,418,231 shares worth $41.7M. The position accounts for 0.87% of the portfolio, ranked #17.

Ashton Thomas Private Wealth first reported a position in SCHX in Q2 2020 and has held it in 9 quarters since. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Ashton Thomas Private Wealth held 1,418,231 shares of Schwab US Large- Cap ETF worth $41.7M as of Q2 2026.
Ashton Thomas Private Wealth bought 864 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $24.7K.
Schwab US Large- Cap ETF made up 0.87% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #17 holding.
Ashton Thomas Private Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 9 quarters since.
1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.