CWMK
SCHX icon

Caliber Wealth Management (Kansas)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Caliber Wealth Management (Kansas)’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 		$207K Buy
+7,045
New +$201K 0.02% 287

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

Caliber Wealth Management (Kansas)'s SCHX Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,045 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #287 among its holdings.

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

  • Caliber Wealth Management (Kansas) held 7,045 shares of Schwab US Large- Cap ETF worth $207K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Caliber Wealth Management (Kansas) position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #287 holding.
  • 730 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.