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

CreativeOne Wealth’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 		$682K Sell
23,163
-8,284
-26% -$237K 0.01% 692
2026
Q1 		$806K Buy
31,447
+14,230
+83% +$382K 0.02% 653
2025
Q4 		$463K Sell
17,217
-6,878
-29% -$184K 0.01% 813
2025
Q3 		$635K Sell
24,095
-3,245
-12% -$82.4K 0.02% 691
2025
Q2 		$668K Buy
27,340
+2,211
+9% +$50K 0.02% 659
2025
Q1 		$555K Buy
25,129
+3,221
+15% +$75K 0.02% 657
2024
Q4 		$508K Sell
21,908
-658
-3% -$15.3K 0.02% 689
2024
Q3 		$510K Buy
22,566
+3,438
+18% +$74.9K 0.02% 624
2024
Q2 		$410K Sell
19,128
-2,991
-14% -$61.8K 0.02% 531
2024
Q1 		$458K Buy
+22,119
New +$435K 0.02% 586
2023
Q3 		– Sell
-26,718
Closed -$466K – 784
2023
Q2 		$466K Buy
26,718
+213
+0.8% +$3.52K 0.02% 515
2023
Q1 		$427K Buy
26,505
+1,563
+6% +$24.6K 0.02% 512
2022
Q4 		$375K Sell
24,942
-975
-4% -$14.8K 0.02% 512
2022
Q3 		$366K Buy
25,917
+66
+0.3% +$1.04K 0.02% 484
2022
Q2 		$385K Buy
25,851
+1,551
+6% +$25.1K 0.02% 476
2022
Q1 		$436K Buy
24,300
+654
+3% +$11.6K 0.02% 466
2021
Q4 		$449K Sell
23,646
-5,022
-18% -$92.8K 0.02% 477
2021
Q3 		$497K Sell
28,668
-618
-2% -$11K 0.03% 407
2021
Q2 		$507K Buy
29,286
+450
+2% +$7.59K 0.03% 376
2021
Q1 		$462K Buy
+28,836
New +$452K 0.04% 343
2020
Q1 		– Sell
-89,016
Closed -$1.14M – 233
2019
Q4 		$1.14M Buy
89,016
+3,588
+4% +$44K 0.19% 66
2019
Q3 		$1.01M Buy
85,428
+1,854
+2% +$21.8K 0.19% 61
2019
Q2 		$978K Buy
83,574
+8,550
+11% +$98.2K 0.21% 60
2019
Q1 		$845K Buy
75,024
+26,100
+53% +$283K 0.22% 46
2018
Q4 		$487K Buy
48,924
+2,328
+5% +$25K 0.16% 52
2018
Q3 		$540K Buy
+46,596
New +$530K 0.2% 38

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

CreativeOne Wealth's SCHX Position: Q2 2026 in Review

CreativeOne Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 26% in Q2 2026, selling an estimated $237K and leaving 23,163 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #692.

CreativeOne Wealth first reported a position in SCHX in Q3 2018 and has held it in 26 quarters since. The position peaked at $1.14M in Q4 2019. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • CreativeOne Wealth held 23,163 shares of Schwab US Large- Cap ETF worth $682K as of Q2 2026.
  • CreativeOne Wealth sold 8,284 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $237K.
  • Schwab US Large- Cap ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #692 holding.
  • CreativeOne Wealth first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 26 quarters since.
  • CreativeOne Wealth's Schwab US Large- Cap ETF position peaked at $1.14M in Q4 2019.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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