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

BXM 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 		$441K Buy
+14,975
New +$428K 0.24% 100

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
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
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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

BXM Wealth's SCHX Position: Q2 2026 in Review

BXM Wealth opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 14,975 shares worth $441K. The stake represents 0.24% of the portfolio and ranks #100 among its holdings.

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

  • BXM Wealth held 14,975 shares of Schwab US Large- Cap ETF worth $441K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new BXM Wealth position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.24% of BXM Wealth's portfolio in Q2 2026, its #100 holding.
  • 693 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.