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

Balance 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	$11.4M	Buy	386,171 +3,917	+1%	+$112K	3.02%	8
2026 Q1	$9.8M	Sell	382,254 -144,442	-27%	-$3.87M	3.04%	9
2025 Q4	$14.2M	Buy	526,696 +5,010	+1%	+$134K	4.55%	7
2025 Q3	$13.7M	Sell	521,686 -23,922	-4%	-$607K	3.39%	8
2025 Q2	$13.3M	Buy	545,608 +18,378	+3%	+$415K	7.81%	2
2025 Q1	$11.6M	Buy	+527,230	New	+$12.3M	7.56%	1

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

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Balance Wealth's SCHX Position: Q2 2026 in Review

Balance Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 1% in Q2 2026, buying an estimated $112K and bringing the position to 386,171 shares worth $11.4M. The position accounts for 3.02% of the portfolio, ranked #8.

Balance Wealth first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.2M in Q4 2025. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Balance Wealth held 386,171 shares of Schwab US Large- Cap ETF worth $11.4M as of Q2 2026.
Balance Wealth bought 3,917 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $112K.
Schwab US Large- Cap ETF made up 3.02% of Balance Wealth's portfolio in Q2 2026, its #8 holding.
Balance Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's Schwab US Large- Cap ETF position peaked at $14.2M in Q4 2025.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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