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

Element 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 		$9.83M Sell
333,896
-1,189
-0.4% -$34K 3.68% 3
2026
Q1 		$8.59M Buy
335,085
+1,286
+0.4% +$34.5K 3.55% 3
2025
Q4 		$8.98M Sell
333,799
-3,742
-1% -$99.9K 3.7% 3
2025
Q3 		$8.89M Sell
337,541
-1,884
-0.6% -$47.8K 3.86% 3
2025
Q2 		$8.3M Sell
339,425
-7,342
-2% -$166K 3.82% 4
2025
Q1 		$7.66M Sell
346,767
-7,694
-2% -$179K 4.11% 5
2024
Q4 		$8.22M Sell
354,461
-3,241
-0.9% -$75.5K 4.3% 5
2024
Q3 		$8.09M Sell
357,702
-13,608
-4% -$296K 4.28% 5
2024
Q2 		$7.95M Sell
371,310
-6,000
-2% -$124K 4.47% 5
2024
Q1 		$7.81M Sell
377,310
-1,821
-0.5% -$35.8K 4.57% 4
2023
Q4 		$7.13M Buy
379,131
+53,523
+16% +$940K 4.46% 4
2023
Q3 		$5.49M Sell
325,608
-1,668
-0.5% -$29.3K 3.96% 5
2023
Q2 		$5.71M Sell
327,276
-657
-0.2% -$10.8K 3.98% 5
2023
Q1 		$5.29M Sell
327,933
-10,212
-3% -$161K 3.94% 6
2022
Q4 		$5.09M Sell
338,145
-30,483
-8% -$461K 4.16% 6
2022
Q3 		$5.2M Sell
368,628
-5,619
-2% -$88.2K 4.8% 4
2022
Q2 		$5.57M Sell
374,247
-1,950
-0.5% -$31.6K 5.54% 3
2022
Q1 		$6.75M Sell
376,197
-12,153
-3% -$215K 5.44% 3
2021
Q4 		$7.37M Buy
388,350
+151,440
+64% +$2.8M 5.56% 2
2021
Q3 		$4.11M Buy
236,910
+318
+0.1% +$5.67K 3.28% 8
2021
Q2 		$4.1M Sell
236,592
-3,744
-2% -$63.2K 3.2% 10
2021
Q1 		$3.85M Buy
240,336
+5,112
+2% +$80.1K 3.2% 11
2020
Q4 		$3.57M Sell
235,224
-15,654
-6% -$224K 3.3% 7
2020
Q3 		$3.37M Sell
250,878
-25,932
-9% -$345K 3.6% 6
2020
Q2 		$3.42M Sell
276,810
-6,432
-2% -$75K 3.92% 5
2020
Q1 		$2.89M Sell
283,242
-510
-0.2% -$6.2K 4% 5
2019
Q4 		$3.63M Buy
+283,752
New +$3.48M 3.72% 7

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

Element Wealth's SCHX Position: Q2 2026 in Review

Element Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.35% in Q2 2026, selling an estimated $34K and leaving 333,896 shares worth $9.83M. The position accounts for 3.68% of the portfolio, ranked #3.

Element Wealth first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Element Wealth held 333,896 shares of Schwab US Large- Cap ETF worth $9.83M as of Q2 2026.
  • Element Wealth sold 1,189 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $34K.
  • Schwab US Large- Cap ETF made up 3.68% of Element Wealth's portfolio in Q2 2026, its #3 holding.
  • Element Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.