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Brandywine Oak Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Brandywine Oak 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 		$1.59M Buy
+53,913
New +$1.54M 0.12% 85

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Brandywine Oak Private Wealth's SCHX Position: Q2 2026 in Review

Brandywine Oak Private Wealth opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 53,913 shares worth $1.59M. The stake represents 0.12% of the portfolio and ranks #85 among its holdings.

825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Brandywine Oak Private Wealth held 53,913 shares of Schwab US Large- Cap ETF worth $1.59M as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Brandywine Oak Private Wealth position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.12% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #85 holding.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.