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

Centennial Wealth Advisory’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 		$250K Hold
8,478
– – 0.05% 163
2026
Q1 		$217K Hold
8,478
– – 0.05% 151
2025
Q4 		$228K Hold
8,478
– – 0.06% 151
2025
Q3 		$223K Hold
8,478
– – 0.06% 148
2025
Q2 		$207K Buy
+8,478
New +$192K 0.07% 147

Other funds holding SCHX

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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
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
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Centennial Wealth Advisory's SCHX Position: Q2 2026 in Review

Centennial Wealth Advisory held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 8,478 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #163.

Centennial Wealth Advisory first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Centennial Wealth Advisory held 8,478 shares of Schwab US Large- Cap ETF worth $250K as of Q2 2026.
  • Centennial Wealth Advisory left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.05% of Centennial Wealth Advisory's portfolio in Q2 2026, its #163 holding.
  • Centennial Wealth Advisory first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 324 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.