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

Elevation Wealth Partners’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 		$11.6M Sell
392,965
-11,143
-3% -$318K 3.46% 5
2026
Q1 		$10.4M Sell
404,108
-16,480
-4% -$442K 3.71% 5
2025
Q4 		$11.3M Sell
420,588
-16,919
-4% -$452K 4.01% 5
2025
Q3 		$11.5M Buy
437,507
+6,518
+2% +$166K 4.15% 5
2025
Q2 		$10.5M Buy
430,989
+833
+0.2% +$18.8K 4.16% 5
2025
Q1 		$9.5M Buy
430,156
+68,930
+19% +$1.6M 4.11% 5
2024
Q4 		$8.37M Buy
361,226
+7,547
+2% +$176K 3.54% 6
2024
Q3 		$8M Sell
353,679
-5,616
-2% -$122K 3.43% 7
2024
Q2 		$7.69M Sell
359,295
-38,754
-10% -$801K 3.64% 5
2024
Q1 		$8.23M Buy
398,049
+29,967
+8% +$590K 4.11% 5
2023
Q4 		$6.21M Buy
368,082
+368,022
+613,370% +$6.46M 3.72% 5
2023
Q3 		$1.01K Hold
60
– – ﹤0.01% 302
2023
Q2 		$1.05K Buy
+60
New +$991 ﹤0.01% 314

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Elevation Wealth Partners's SCHX Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q2 2026, selling an estimated $318K and leaving 392,965 shares worth $11.6M. The position accounts for 3.46% of the portfolio, ranked #5.

Elevation Wealth Partners first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 703 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Elevation Wealth Partners held 392,965 shares of Schwab US Large- Cap ETF worth $11.6M as of Q2 2026.
  • Elevation Wealth Partners sold 11,143 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $318K.
  • Schwab US Large- Cap ETF made up 3.46% of Elevation Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Elevation Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 703 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.