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

Chesapeake 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	$895K	Sell	30,395 -580	-2%	-$16.6K	0.25%	82
2026 Q1	$794K	Hold	30,975	–	–	0.24%	88
2025 Q4	$834K	Hold	30,975	–	–	0.25%	86
2025 Q3	$816K	Sell	30,975 -525	-2%	-$13.3K	0.25%	86
2025 Q2	$770K	Sell	31,500 -150	-0.5%	-$3.39K	0.26%	85
2025 Q1	$699K	Hold	31,650	–	–	0.25%	89
2024 Q4	$734K	Sell	31,650 -210	-0.7%	-$4.89K	0.25%	86
2024 Q3	$721K	Buy	31,860 +4,950	+18%	+$108K	0.25%	88
2024 Q2	$576K	Hold	26,910	–	–	0.21%	92
2024 Q1	$557K	Buy	26,910 +9,930	+58%	+$195K	0.2%	95
2023 Q4	$319K	Buy	16,980 +2,400	+16%	+$42.1K	0.12%	124
2023 Q3	$246K	Sell	14,580 -1,110	-7%	-$19.5K	0.1%	137
2023 Q2	$274K	Buy	+15,690	New	+$259K	0.11%	134

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

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

Chesapeake Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q2 2026, selling an estimated $16.6K and leaving 30,395 shares worth $895K. The position accounts for 0.25% of the portfolio, ranked #82.

Chesapeake Wealth Management first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Chesapeake Wealth Management held 30,395 shares of Schwab US Large- Cap ETF worth $895K as of Q2 2026.
Chesapeake Wealth Management sold 580 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $16.6K.
Schwab US Large- Cap ETF made up 0.25% of Chesapeake Wealth Management's portfolio in Q2 2026, its #82 holding.
Chesapeake Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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