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Benjamin Edwards Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Benjamin Edwards Inc’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 		$367K Buy
12,454
+693
+6% +$19.8K ﹤0.01% 1153
2026
Q1 		$302K Buy
11,761
+449
+4% +$12K ﹤0.01% 1156
2025
Q4 		$304K Buy
11,312
+2
+0% +$53 ﹤0.01% 1104
2025
Q3 		$298K Buy
11,310
+1,503
+15% +$38.2K ﹤0.01% 1104
2025
Q2 		$240K Buy
+9,807
New +$222K ﹤0.01% 1063
2022
Q4 		– Sell
-426
Closed -$6K – 762
2022
Q3 		$6K Buy
+426
New +$6.68K ﹤0.01% 609

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

Benjamin Edwards Inc's SCHX Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Schwab US Large- Cap ETF (SCHX) stake by 5.9% in Q2 2026, buying an estimated $19.8K and bringing the position to 12,454 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Benjamin Edwards Inc first reported a position in SCHX in Q3 2022 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Benjamin Edwards Inc held 12,454 shares of Schwab US Large- Cap ETF worth $367K as of Q2 2026.
  • Benjamin Edwards Inc bought 693 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $19.8K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1153 holding.
  • Benjamin Edwards Inc first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 6 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.