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Brady Martz Wealth Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Brady Martz Wealth Solutions’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 		$341K Buy
11,603
+2,809
+32% +$80.2K 0.05% 164
2026
Q1 		$225K Buy
+8,794
New +$236K 0.04% 183

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

Brady Martz Wealth Solutions's SCHX Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Schwab US Large- Cap ETF (SCHX) stake by 32% in Q2 2026, buying an estimated $80.2K and bringing the position to 11,603 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #164.

Brady Martz Wealth Solutions first reported a position in SCHX in Q1 2026 and has held it in 2 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Brady Martz Wealth Solutions held 11,603 shares of Schwab US Large- Cap ETF worth $341K as of Q2 2026.
  • Brady Martz Wealth Solutions bought 2,809 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $80.2K.
  • Schwab US Large- Cap ETF made up 0.05% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #164 holding.
  • Brady Martz Wealth Solutions first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.