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

Crestmont Private 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 		$655K Buy
22,248
+1,599
+8% +$45.7K 0.18% 43
2026
Q1 		$529K Buy
20,649
+51
+0.2% +$1.37K 0.17% 55
2025
Q4 		$554K Sell
20,598
-131
-0.6% -$3.5K 0.18% 47
2025
Q3 		$546K Buy
20,729
+892
+4% +$22.7K 0.18% 48
2025
Q2 		$485K Buy
19,837
+1,301
+7% +$29.4K 0.18% 47
2025
Q1 		$409K Buy
18,536
+1,103
+6% +$25.7K 0.18% 43
2024
Q4 		$404K Buy
+17,433
New +$406K 0.18% 42

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

Crestmont Private Wealth's SCHX Position: Q2 2026 in Review

Crestmont Private Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 7.7% in Q2 2026, buying an estimated $45.7K and bringing the position to 22,248 shares worth $655K. The position accounts for 0.18% of the portfolio, ranked #43.

Crestmont Private Wealth first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Crestmont Private Wealth held 22,248 shares of Schwab US Large- Cap ETF worth $655K as of Q2 2026.
  • Crestmont Private Wealth bought 1,599 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $45.7K.
  • Schwab US Large- Cap ETF made up 0.18% of Crestmont Private Wealth's portfolio in Q2 2026, its #43 holding.
  • Crestmont Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.