CM Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

CM Wealth Advisors’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	$963K	Buy	32,720 +182	+0.6%	+$5.2K	0.17%	50
2026 Q1	$834K	Hold	32,538	–	–	0.18%	52
2025 Q4	$876K	Hold	32,538	–	–	0.2%	50
2025 Q3	$857K	Hold	32,538	–	–	0.23%	36
2025 Q2	$795K	Buy	32,538 +414	+1%	+$9.36K	0.23%	38
2025 Q1	$709K	Hold	32,124	–	–	0.23%	43
2024 Q4	$745K	Hold	32,124	–	–	0.24%	39
2024 Q3	$727K	Hold	32,124	–	–	0.24%	41
2024 Q2	$690K	Sell	32,124 -1,593	-5%	-$32.9K	0.33%	27
2024 Q1	$689K	Buy	33,717 +1,593	+5%	+$31.4K	0.2%	57
2023 Q4	$604K	Hold	32,124	–	–	0.26%	36
2023 Q3	$568K	Sell	32,124 -1,575	-5%	-$27.6K	0.22%	37
2023 Q2	$607K	Buy	33,699 +6	+0%	+$99	0.2%	56
2023 Q1	$535K	Buy	33,693 +1,569	+5%	+$24.7K	0.1%	246
2022 Q4	$483K	Hold	32,124	–	–	0.25%	42
2022 Q3	$453M	Hold	32,124	–	–	0.25%	43
2022 Q2	$478K	Buy	+32,124	New	+$521K	0.29%	43

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

CM Wealth Advisors's SCHX Position: Q2 2026 in Review

CM Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.56% in Q2 2026, buying an estimated $5.2K and bringing the position to 32,720 shares worth $963K. The position accounts for 0.17% of the portfolio, ranked #50.

CM Wealth Advisors first reported a position in SCHX in Q2 2022 and has held it in 17 quarters since. The position peaked at $453M in Q3 2022. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

CM Wealth Advisors held 32,720 shares of Schwab US Large- Cap ETF worth $963K as of Q2 2026.
CM Wealth Advisors bought 182 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.2K.
Schwab US Large- Cap ETF made up 0.17% of CM Wealth Advisors's portfolio in Q2 2026, its #50 holding.
CM Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's Schwab US Large- Cap ETF position peaked at $453M in Q3 2022.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.