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

Castle 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	$7.5M	Sell	254,678 -8,775	-3%	-$251K	2.22%	9
2026 Q1	$6.75M	Sell	263,453 -901	-0.3%	-$24.2K	2.19%	9
2025 Q4	$7.11M	Sell	264,354 -41,879	-14%	-$1.12M	2.36%	9
2025 Q3	$8.07M	Sell	306,233 -6,250	-2%	-$159K	2.72%	9
2025 Q2	$7.64M	Sell	312,483 -18,394	-6%	-$416K	2.77%	8
2025 Q1	$7.31M	Sell	330,877 -6,606	-2%	-$154K	2.86%	6
2024 Q4	$7.82M	Sell	337,483 -45,797	-12%	-$1.07M	3.08%	4
2024 Q3	$8.67M	Sell	383,280 -9,648	-2%	-$210K	3.46%	4
2024 Q2	$8.44M	Sell	392,928 -41,259	-10%	-$853K	4.04%	3
2024 Q1	$8.98M	Sell	434,187 -17,052	-4%	-$336K	4.7%	1
2023 Q4	$8.48M	Sell	451,239 -19,383	-4%	-$340K	5.09%	1
2023 Q3	$7.94M	Sell	470,622 -23,370	-5%	-$410K	5.66%	1
2023 Q2	$8.62M	Sell	493,992 -14,502	-3%	-$239K	6.01%	1
2023 Q1	$8.2M	Sell	508,494 -197,967	-28%	-$3.12M	6.35%	1
2022 Q4	$10.6M	Sell	706,461 -26,280	-4%	-$398K	6.69%	3
2022 Q3	$10.3M	Sell	732,741 -22,977	-3%	-$361K	6.28%	3
2022 Q2	$11.3M	Buy	+755,718	New	+$12.2M	6.55%	2

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Castle Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.3% in Q2 2026, selling an estimated $251K and leaving 254,678 shares worth $7.5M. The position accounts for 2.22% of the portfolio, ranked #9.

Castle Wealth Management first reported a position in SCHX in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.3M in Q2 2022. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Castle Wealth Management held 254,678 shares of Schwab US Large- Cap ETF worth $7.5M as of Q2 2026.
Castle Wealth Management sold 8,775 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $251K.
Schwab US Large- Cap ETF made up 2.22% of Castle Wealth Management's portfolio in Q2 2026, its #9 holding.
Castle Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 17 quarters since.
Castle Wealth Management's Schwab US Large- Cap ETF position peaked at $11.3M in Q2 2022.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.