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

Crux Wealth Advisors’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 		$904K Buy
30,716
+81
+0.3% +$2.31K 0.31% 85
2026
Q1 		$785K Buy
30,635
+88
+0.3% +$2.36K 0.3% 87
2025
Q4 		$822K Buy
30,547
+91
+0.3% +$2.43K 0.31% 88
2025
Q3 		$802K Sell
30,456
-3,004
-9% -$76.3K 0.32% 81
2025
Q2 		$818K Buy
33,460
+99
+0.3% +$2.24K 0.35% 77
2025
Q1 		$737K Buy
33,361
+100
+0.3% +$2.33K 0.38% 81
2024
Q4 		$771K Buy
+33,261
New +$775K 0.43% 72

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

Crux Wealth Advisors's SCHX Position: Q2 2026 in Review

Crux Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $2.31K and bringing the position to 30,716 shares worth $904K. The position accounts for 0.31% of the portfolio, ranked #85.

Crux Wealth Advisors first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Crux Wealth Advisors held 30,716 shares of Schwab US Large- Cap ETF worth $904K as of Q2 2026.
  • Crux Wealth Advisors bought 81 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.31K.
  • Schwab US Large- Cap ETF made up 0.31% of Crux Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Crux Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.