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

Cadence 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 		$431K Sell
14,646
-6
-0% -$171 0.19% 46
2026
Q1 		$376K Buy
14,652
+263
+2% +$7.05K 0.16% 45
2025
Q4 		$387K Buy
14,389
+401
+3% +$10.7K 0.19% 45
2025
Q3 		$368K Buy
13,988
+793
+6% +$20.1K 0.19% 46
2025
Q2 		$322K Buy
13,195
+901
+7% +$20.4K 0.21% 43
2025
Q1 		$271K Buy
12,294
+836
+7% +$19.5K 0.2% 41
2024
Q4 		$266K Buy
11,458
+1,240
+12% +$28.9K 0.18% 43
2024
Q3 		$231K Sell
10,218
-126
-1% -$2.75K 0.19% 41
2024
Q2 		$222K Hold
10,344
– – 0.15% 43
2024
Q1 		$214K Buy
+10,344
New +$204K 0.22% 37
2022
Q2 		– Sell
-11,235
Closed -$202K – 38
2022
Q1 		$202K Buy
11,235
+429
+4% +$7.59K 0.16% 34
2021
Q4 		$205K Buy
+10,806
New +$200K 0.23% 33
2021
Q3 		– Sell
-11,592
Closed -$201K – 37
2021
Q2 		$201K Sell
11,592
-1,152
-9% -$19.4K 0.17% 32
2021
Q1 		$204K Buy
+12,744
New +$200K 0.18% 30

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

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

Cadence Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q2 2026, selling an estimated $171 and leaving 14,646 shares worth $431K. The position accounts for 0.19% of the portfolio, ranked #46.

Cadence Wealth Management first reported a position in SCHX in Q1 2021 and has held it in 14 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cadence Wealth Management held 14,646 shares of Schwab US Large- Cap ETF worth $431K as of Q2 2026.
  • Cadence Wealth Management sold 6 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $171.
  • Schwab US Large- Cap ETF made up 0.19% of Cadence Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Cadence Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 14 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.