CWA Asset Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

CWA Asset Management Group’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	$1.42M	Buy	48,099 +43	+0.1%	+$1.23K	0.04%	348
2026 Q1	$1.23M	Buy	48,056 +28,581	+147%	+$767K	0.04%	354
2025 Q4	$524K	Buy	19,475 +1,979	+11%	+$52.9K	0.02%	454
2025 Q3	$461K	Buy	17,496 +6,288	+56%	+$160K	0.02%	483
2025 Q2	$274K	Buy	+11,208	New	+$253K	0.01%	559
2022 Q1	–	Sell	-32,196	Closed	-$611K	–	325
2021 Q4	$611K	Buy	+32,196	New	+$595K	0.05%	169

Other funds holding SCHX

SFG

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

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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

OWM

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

CST

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

FIG

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

CWA Asset Management Group's SCHX Position: Q2 2026 in Review

CWA Asset Management Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.09% in Q2 2026, buying an estimated $1.23K and bringing the position to 48,099 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #348.

CWA Asset Management Group first reported a position in SCHX in Q4 2021 and has held it in 6 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

CWA Asset Management Group held 48,099 shares of Schwab US Large- Cap ETF worth $1.42M as of Q2 2026.
CWA Asset Management Group bought 43 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.23K.
Schwab US Large- Cap ETF made up 0.04% of CWA Asset Management Group's portfolio in Q2 2026, its #348 holding.
CWA Asset Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 6 quarters since.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.