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

Aurora 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	$1.31M	Buy	44,665 +677	+2%	+$19.3K	0.83%	32
2026 Q1	$1.18M	Hold	43,988	–	–	0.84%	33
2025 Q4	$1.18M	Buy	+43,988	New	+$1.17M	0.78%	37
2025 Q2	$1.1M	Sell	44,899 -2,269	-5%	-$51.3K	0.81%	31
2025 Q1	$1.04M	Buy	47,168 +1,193	+3%	+$27.8K	0.83%	31
2024 Q4	$1.07M	Sell	45,975 -6,408	-12%	-$149K	0.8%	33
2024 Q3	$1.19M	Sell	52,383 -2,010	-4%	-$43.8K	0.93%	28
2024 Q2	$1.17M	Buy	54,393 +846	+2%	+$17.5K	1.02%	26
2024 Q1	$1.11M	Buy	53,547 +3,948	+8%	+$77.7K	0.96%	28
2023 Q4	$932K	Buy	49,599 +1,506	+3%	+$26.4K	0.88%	28
2023 Q3	$811K	Buy	48,093 +1,047	+2%	+$18.4K	0.9%	32
2023 Q2	$821K	Sell	47,046 -5,862	-11%	-$96.8K	0.93%	32
2023 Q1	$853K	Sell	52,908 -1,833	-3%	-$28.8K	0.91%	32
2022 Q4	$824K	Buy	54,741 +180	+0.3%	+$2.73K	0.94%	29
2022 Q3	$770K	Buy	54,561 +177	+0.3%	+$2.78K	0.36%	48
2022 Q2	$810K	Sell	54,384 -2,406	-4%	-$39K	0.37%	50
2022 Q1	$1.02M	Sell	56,790 -330	-0.6%	-$5.84K	0.42%	46
2021 Q4	$1.08M	Buy	57,120 +366	+0.6%	+$6.76K	0.47%	40
2021 Q3	$984K	Buy	56,754 +840	+2%	+$15K	0.4%	54
2021 Q2	$969K	Sell	55,914 -1,464	-3%	-$24.7K	0.39%	59
2021 Q1	$918K	Sell	57,378 -4,656	-8%	-$72.9K	0.38%	57
2020 Q4	$940K	Sell	62,034 -366	-0.6%	-$5.24K	0.4%	58
2020 Q3	$839K	Sell	62,400 -408	-0.6%	-$5.42K	0.36%	57
2020 Q2	$776K	Sell	62,808 -51,258	-45%	-$597K	0.36%	57
2020 Q1	$1.16M	Buy	114,066 +46,872	+70%	+$569K	0.41%	55
2019 Q4	$860K	Buy	+67,194	New	+$824K	0.3%	60

Other funds holding SCHX

SFG

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

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

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

Aurora Private Wealth's SCHX Position: Q2 2026 in Review

Aurora Private Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q2 2026, buying an estimated $19.3K and bringing the position to 44,665 shares worth $1.31M. The position accounts for 0.83% of the portfolio, ranked #32.

Aurora Private Wealth first reported a position in SCHX in Q4 2019 and has held it in 26 quarters since. 645 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Aurora Private Wealth held 44,665 shares of Schwab US Large- Cap ETF worth $1.31M as of Q2 2026.
Aurora Private Wealth bought 677 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $19.3K.
Schwab US Large- Cap ETF made up 0.83% of Aurora Private Wealth's portfolio in Q2 2026, its #32 holding.
Aurora Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 26 quarters since.
645 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.