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

CWC 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	$1.63M	Buy	55,389 +1,711	+3%	+$48.9K	0.72%	35
2026 Q1	$1.38M	Sell	53,678 -6,946	-11%	-$186K	0.66%	41
2025 Q4	$1.63M	Sell	60,624 -222	-0.4%	-$5.93K	0.79%	35
2025 Q3	$1.6M	Hold	60,846	–	–	0.78%	34
2025 Q2	$1.49M	Sell	60,846 -348	-0.6%	-$7.87K	0.77%	34
2025 Q1	$1.35M	Sell	61,194 -182	-0.3%	-$4.24K	0.77%	35
2024 Q4	$1.42M	Buy	61,376 +254	+0.4%	+$5.92K	1.42%	18
2024 Q3	$1.38M	Buy	+61,122	New	+$1.33M	1.37%	18

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

CWC Advisors's SCHX Position: Q2 2026 in Review

CWC Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 3.2% in Q2 2026, buying an estimated $48.9K and bringing the position to 55,389 shares worth $1.63M. The position accounts for 0.72% of the portfolio, ranked #35.

CWC Advisors first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

CWC Advisors held 55,389 shares of Schwab US Large- Cap ETF worth $1.63M as of Q2 2026.
CWC Advisors bought 1,711 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $48.9K.
Schwab US Large- Cap ETF made up 0.72% of CWC Advisors's portfolio in Q2 2026, its #35 holding.
CWC Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's Schwab US Large- Cap ETF position peaked at $1.63M in Q4 2025.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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