Confluence Wealth Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Confluence Wealth Services’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	$456K	Buy	+15,506	New	+$443K	0.01%	346

Other funds holding SCHX

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Confluence Wealth Services's SCHX Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 15,506 shares worth $456K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings.

584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Confluence Wealth Services held 15,506 shares of Schwab US Large- Cap ETF worth $456K as of Q2 2026.
Schwab US Large- Cap ETF was a new Confluence Wealth Services position in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #346 holding.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.