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

Connecticut 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	$476K	Sell	16,180 -6,967	-30%	-$199K	0.02%	242
2026 Q1	$593K	Buy	23,147 +320	+1%	+$8.58K	0.02%	211
2025 Q4	$614K	Buy	22,827 +4	+0%	+$107	0.03%	209
2025 Q3	$601K	Sell	22,823 -3,534	-13%	-$89.7K	0.03%	214
2025 Q2	$644K	Buy	26,357 +8,698	+49%	+$197K	0.03%	198
2025 Q1	$390K	Buy	+17,659	New	+$411K	0.02%	229
2024 Q4	–	Sell	-13,971	Closed	-$316K	–	300
2024 Q3	$316K	Buy	13,971 +6	+0%	+$131	0.02%	262
2024 Q2	$299K	Sell	13,965 -516	-4%	-$10.7K	0.02%	266
2024 Q1	$300K	Buy	14,481 +519	+4%	+$10.2K	0.02%	269
2023 Q4	$262K	Buy	13,962 +6	+0%	+$105	0.02%	275
2023 Q3	$235K	Buy	+13,956	New	+$245K	0.02%	264

Other funds holding SCHX

SFG

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

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

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

JIC

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

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 30% in Q2 2026, selling an estimated $199K and leaving 16,180 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #242.

Connecticut Wealth Management first reported a position in SCHX in Q3 2023 and has held it in 11 quarters since. The position peaked at $644K in Q2 2025. 886 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Connecticut Wealth Management held 16,180 shares of Schwab US Large- Cap ETF worth $476K as of Q2 2026.
Connecticut Wealth Management sold 6,967 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $199K.
Schwab US Large- Cap ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #242 holding.
Connecticut Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 11 quarters since.
Connecticut Wealth Management's Schwab US Large- Cap ETF position peaked at $644K in Q2 2025.
886 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.