Buck Wealth Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Buck Wealth Strategies’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	$30.6K	Buy	+1,039	New	+$29.7K	﹤0.01%	410

Other funds holding SCHX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Buck Wealth Strategies's SCHX Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 1,039 shares worth $30.6K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings.

1,188 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Buck Wealth Strategies held 1,039 shares of Schwab US Large- Cap ETF worth $30.6K as of Q2 2026.
Schwab US Large- Cap ETF was a new Buck Wealth Strategies position in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #410 holding.
1,188 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.