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Elite Life Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Elite Life Management’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 		$14.6M Sell
480,523
-1,921
-0.4% -$54.9K 17.08% 1
2026
Q1 		$14M Buy
482,444
+5,294
+1% +$142K 17.49% 1
2025
Q4 		$13M Sell
477,150
-6,371
-1% -$170K 21.09% 1
2025
Q3 		$12.7M Buy
483,521
+96,668
+25% +$2.45M 26.01% 1
2025
Q2 		$9.45M Buy
386,853
+49,263
+15% +$1.11M 24.33% 1
2025
Q1 		$7.45M Buy
337,590
+50,929
+18% +$1.19M 23.25% 1
2024
Q4 		$6.64M Buy
286,661
+53,714
+23% +$1.25M 19.68% 1
2024
Q3 		$5.27M Buy
232,947
+41,160
+21% +$897K 17.21% 1
2024
Q2 		$4.11M Buy
191,787
+25,065
+15% +$518K 15.93% 2
2024
Q1 		$3.45M Buy
166,722
+18,156
+12% +$357K 16.88% 2
2023
Q4 		$2.79M Buy
+148,566
New +$2.61M 16.72% 2

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

Elite Life Management's SCHX Position: Q2 2026 in Review

Elite Life Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.4% in Q2 2026, selling an estimated $54.9K and leaving 480,523 shares worth $14.6M. The position accounts for 17.08% of the portfolio, ranked #1.

Elite Life Management first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Elite Life Management held 480,523 shares of Schwab US Large- Cap ETF worth $14.6M as of Q2 2026.
  • Elite Life Management sold 1,921 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $54.9K.
  • Schwab US Large- Cap ETF made up 17.08% of Elite Life Management's portfolio in Q2 2026, its #1 holding.
  • Elite Life Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Elite Life Management's 13F filing for Q2 2026, filed 6 Aug 2026.