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

Ballast Rock 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 		$4.02M Buy
136,606
+74
+0.1% +$2.11K 1.86% 10
2026
Q1 		$3.5M Buy
136,532
+72
+0.1% +$1.93K 1.94% 8
2025
Q4 		$3.67M Buy
+136,460
New +$3.64M 2.29% 7

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Ballast Rock Private Wealth's SCHX Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.05% in Q2 2026, buying an estimated $2.11K and bringing the position to 136,606 shares worth $4.02M. The position accounts for 1.86% of the portfolio, ranked #10.

Ballast Rock Private Wealth first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ballast Rock Private Wealth held 136,606 shares of Schwab US Large- Cap ETF worth $4.02M as of Q2 2026.
  • Ballast Rock Private Wealth bought 74 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.11K.
  • Schwab US Large- Cap ETF made up 1.86% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Ballast Rock Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.