Atlantic Edge Private Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Atlantic Edge Private 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	$30.9K	Hold	1,050	–	–	0.01%	300
2026 Q1	$26.9K	Hold	1,050	–	–	0.01%	291
2025 Q4	$28.3K	Hold	1,050	–	–	0.01%	280
2025 Q3	$27.7K	Hold	1,050	–	–	0.01%	271
2025 Q2	$25.7K	Hold	1,050	–	–	0.01%	268
2025 Q1	$23.2K	Hold	1,050	–	–	0.01%	266
2024 Q4	$24.3K	Hold	1,050	–	–	0.01%	253
2024 Q3	$23.7K	Hold	1,050	–	–	0.01%	249
2024 Q2	$22.5K	Buy	1,050 +3	+0.3%	+$62	0.01%	241
2024 Q1	$21.7K	Sell	1,047 -1,938	-65%	-$38.2K	0.01%	243
2023 Q4	$56.1K	Buy	+2,985	New	+$52.4K	0.02%	178

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Atlantic Edge Private Wealth Management's SCHX Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 1,050 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #300.

Atlantic Edge Private Wealth Management first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $56.1K in Q4 2023. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,050 shares of Schwab US Large- Cap ETF worth $30.9K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #300 holding.
Atlantic Edge Private Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Schwab US Large- Cap ETF position peaked at $56.1K in Q4 2023.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.