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Axxcess Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Axxcess 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 		$11.1M Buy
377,760
+208,165
+123% +$5.94M 0.18% 119
2026
Q1 		$4.35M Sell
169,595
-17,768
-9% -$477K 0.14% 128
2025
Q4 		$5.04M Buy
187,363
+50,996
+37% +$1.36M 0.09% 209
2025
Q3 		$3.59M Sell
136,367
-8,787
-6% -$223K 0.08% 205
2025
Q2 		$3.55M Sell
145,154
-33,292
-19% -$753K 0.08% 189
2025
Q1 		$3.94M Buy
178,446
+2,563
+1% +$59.7K 0.1% 162
2024
Q4 		$4.08M Sell
175,883
-30,964
-15% -$722K 0.1% 159
2024
Q3 		$4.68M Buy
206,847
+8,388
+4% +$183K 0.11% 148
2024
Q2 		$4.25M Sell
198,459
-7,017
-3% -$145K 0.11% 151
2024
Q1 		$4.25M Sell
205,476
-35,463
-15% -$698K 0.12% 145
2023
Q4 		$4.53M Sell
240,939
-62,085
-20% -$1.09M 0.13% 135
2023
Q3 		$5.11M Sell
303,024
-15,924
-5% -$279K 0.17% 107
2023
Q2 		$5.57M Buy
318,948
+7,398
+2% +$122K 0.4% 58
2023
Q1 		$5.02M Sell
311,550
-558
-0.2% -$8.78K 0.38% 60
2022
Q4 		$4.7M Sell
312,108
-15,723
-5% -$238K 0.39% 55
2022
Q3 		$4.63M Sell
327,831
-6,120
-2% -$96K 0.44% 45
2022
Q2 		$4.97M Sell
333,951
-52,773
-14% -$855K 0.46% 48
2022
Q1 		$6.94M Sell
386,724
-3,882
-1% -$68.7K 0.54% 35
2021
Q4 		$7.41M Buy
+390,606
New +$7.22M 0.54% 36

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
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

Axxcess Wealth Management's SCHX Position: Q2 2026 in Review

Axxcess Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 123% in Q2 2026, buying an estimated $5.94M and bringing the position to 377,760 shares worth $11.1M. The position accounts for 0.18% of the portfolio, ranked #119.

Axxcess Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Axxcess Wealth Management held 377,760 shares of Schwab US Large- Cap ETF worth $11.1M as of Q2 2026.
  • Axxcess Wealth Management bought 208,165 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.94M.
  • Schwab US Large- Cap ETF made up 0.18% of Axxcess Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Axxcess Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.