Code Waechter’s Schwab US Large- Cap ETF SCHX Stock Holding History

Code Waechter’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	$5.26M	Buy	178,796 +2,633	+1%	+$75.2K	2.72%	8
2026 Q1	$4.52M	Sell	176,163 -337	-0.2%	-$9.04K	2.68%	10
2025 Q4	$4.75M	Sell	176,500 -4,428	-2%	-$118K	3.05%	8
2025 Q3	$4.75M	Sell	180,928 -6,229	-3%	-$158K	3.1%	8
2025 Q2	$4.57M	Sell	187,157 -38,535	-17%	-$871K	3.25%	8
2025 Q1	$4.98M	Buy	225,692 +7,043	+3%	+$164K	4.1%	7
2024 Q4	$5.07M	Sell	218,649 -4,533	-2%	-$106K	4.42%	7
2024 Q3	$5.05M	Buy	+223,182	New	+$4.86M	4.81%	6

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

Code Waechter's SCHX Position: Q2 2026 in Review

Code Waechter increased its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q2 2026, buying an estimated $75.2K and bringing the position to 178,796 shares worth $5.26M. The position accounts for 2.72% of the portfolio, ranked #8.

Code Waechter first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Code Waechter held 178,796 shares of Schwab US Large- Cap ETF worth $5.26M as of Q2 2026.
Code Waechter bought 2,633 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $75.2K.
Schwab US Large- Cap ETF made up 2.72% of Code Waechter's portfolio in Q2 2026, its #8 holding.
Code Waechter first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.