Avidian Wealth Enterprises’s Schwab US Large- Cap ETF SCHX Stock Holding History

Avidian Wealth Enterprises’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	$12.5M	Buy	423,226 +106	+0%	+$3.03K	0.34%	51
2026 Q1	$10.8M	Buy	423,120 +913	+0.2%	+$24.5K	0.34%	51
2025 Q4	$11.4M	Sell	422,207 -3,070	-0.7%	-$82K	0.41%	43
2025 Q3	$11.2M	Sell	425,277 -1,058	-0.2%	-$26.9K	0.42%	41
2025 Q2	$10.4M	Buy	426,335 +25,207	+6%	+$570K	0.42%	40
2025 Q1	$8.86M	Sell	401,128 -9,625	-2%	-$224K	0.39%	44
2024 Q4	$9.52M	Sell	410,753 -2,929	-0.7%	-$68.3K	0.43%	41
2024 Q3	$9.36M	Sell	413,682 -891	-0.2%	-$19.4K	0.42%	40
2024 Q2	$8.88M	Buy	+414,573	New	+$8.57M	0.37%	41
2023 Q2	–	Sell	-18,963	Closed	-$306K	–	478
2023 Q1	$306K	Sell	18,963 -1,265,490	-99%	-$19.9M	0.02%	375
2022 Q4	$19.3M	Buy	+1,284,453	New	+$19.4M	1.26%	18
2022 Q3	–	Sell	-36,672	Closed	-$546K	–	459
2022 Q2	$546K	Buy	+36,672	New	+$594K	0.04%	249

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

Avidian Wealth Enterprises's SCHX Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q2 2026, buying an estimated $3.03K and bringing the position to 423,226 shares worth $12.5M. The position accounts for 0.34% of the portfolio, ranked #51.

Avidian Wealth Enterprises first reported a position in SCHX in Q2 2022 and has held it in 12 quarters since. The position peaked at $19.3M in Q4 2022. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Avidian Wealth Enterprises held 423,226 shares of Schwab US Large- Cap ETF worth $12.5M as of Q2 2026.
Avidian Wealth Enterprises bought 106 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.03K.
Schwab US Large- Cap ETF made up 0.34% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #51 holding.
Avidian Wealth Enterprises first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 12 quarters since.
Avidian Wealth Enterprises's Schwab US Large- Cap ETF position peaked at $19.3M in Q4 2022.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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