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

Beam Wealth Advisors’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 		$1.47M Buy
49,840
+5,435
+12% +$155K 0.32% 61
2026
Q1 		$1.14M Buy
44,405
+4,959
+13% +$133K 0.28% 64
2025
Q4 		$1.06M Sell
39,446
-314
-0.8% -$8.39K 0.29% 65
2025
Q3 		$1.05M Sell
39,760
-5
-0% -$127 0.29% 69
2025
Q2 		$972K Sell
39,765
-324
-0.8% -$7.33K 0.29% 72
2025
Q1 		$885K Sell
40,089
-3,774
-9% -$87.9K 0.3% 68
2024
Q4 		$1.02M Sell
43,863
-1,122
-2% -$26.1K 0.32% 61
2024
Q3 		$1.02M Sell
44,985
-3,048
-6% -$66.4K 0.31% 62
2024
Q2 		$1.03M Buy
48,033
+6,180
+15% +$128K 0.34% 55
2024
Q1 		$866K Buy
41,853
+114
+0.3% +$2.24K 0.52% 43
2023
Q4 		$785K Buy
41,739
+2,310
+6% +$40.6K 0.5% 42
2023
Q3 		$665K Buy
39,429
+3,108
+9% +$54.5K 0.47% 47
2023
Q2 		$634K Buy
36,321
+7,236
+25% +$119K 0.44% 44
2023
Q1 		$469K Buy
29,085
+10,134
+53% +$159K 0.47% 55
2022
Q4 		$285K Buy
18,951
+3,888
+26% +$58.9K 0.3% 73
2022
Q3 		$213K Buy
15,063
+999
+7% +$15.7K 0.24% 92
2022
Q2 		$209K Sell
14,064
-849
-6% -$13.8K 0.23% 98
2022
Q1 		$268K Sell
14,913
-1,941
-12% -$34.4K 0.31% 70
2021
Q4 		$320K Sell
16,854
-900
-5% -$16.6K 0.37% 64
2021
Q3 		$308K Buy
17,754
+342
+2% +$6.1K 0.26% 102
2021
Q2 		$302K Buy
17,412
+1,542
+10% +$26K 0.26% 99
2021
Q1 		$254K Buy
15,870
+474
+3% +$7.43K 0.23% 110
2020
Q4 		$233K Buy
+15,396
New +$220K 0.22% 109

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
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

Beam Wealth Advisors's SCHX Position: Q2 2026 in Review

Beam Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q2 2026, buying an estimated $155K and bringing the position to 49,840 shares worth $1.47M. The position accounts for 0.32% of the portfolio, ranked #61.

Beam Wealth Advisors first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. 789 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Beam Wealth Advisors held 49,840 shares of Schwab US Large- Cap ETF worth $1.47M as of Q2 2026.
  • Beam Wealth Advisors bought 5,435 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $155K.
  • Schwab US Large- Cap ETF made up 0.32% of Beam Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Beam Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 789 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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