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Brown Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Brown Wealth Management’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 		$402K Sell
13,644
-67
-0.5% -$1.91K 0.09% 94
2026
Q1 		$352K Buy
13,711
+80
+0.6% +$2.15K 0.09% 90
2025
Q4 		$367K Buy
13,631
+593
+5% +$15.8K 0.1% 79
2025
Q3 		$343K Buy
13,038
+2,687
+26% +$68.2K 0.1% 79
2025
Q2 		$253K Sell
10,351
-433
-4% -$9.79K 0.08% 87
2025
Q1 		$238K Buy
10,784
+10
+0.1% +$233 0.08% 84
2024
Q4 		$250K Sell
10,774
-362
-3% -$8.44K 0.09% 72
2024
Q3 		$252K Sell
11,136
-453
-4% -$9.87K 0.09% 74
2024
Q2 		$248K Sell
11,589
-1,755
-13% -$36.3K 0.1% 76
2024
Q1 		$276K Sell
13,344
-1,235,382
-99% -$24.3M 0.11% 71
2023
Q4 		$23.5M Buy
1,248,726
+14,415
+1% +$253K 10.39% 2
2023
Q3 		$20.8M Sell
1,234,311
-88,899
-7% -$1.56M 9.91% 2
2023
Q2 		$23.1M Buy
+1,323,210
New +$21.8M 11.94% 1

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Brown Wealth Management's SCHX Position: Q2 2026 in Review

Brown Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.49% in Q2 2026, selling an estimated $1.91K and leaving 13,644 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #94.

Brown Wealth Management first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.5M in Q4 2023. 415 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Brown Wealth Management held 13,644 shares of Schwab US Large- Cap ETF worth $402K as of Q2 2026.
  • Brown Wealth Management sold 67 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.91K.
  • Schwab US Large- Cap ETF made up 0.09% of Brown Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Brown Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Brown Wealth Management's Schwab US Large- Cap ETF position peaked at $23.5M in Q4 2023.
  • 415 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.