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Ellenbecker Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ellenbecker Investment 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 		$281K Sell
9,551
-1,470
-13% -$42K 0.03% 119
2026
Q1 		$283K Sell
11,021
-273
-2% -$7.32K 0.04% 110
2025
Q4 		$304K Sell
11,294
-1,162
-9% -$31K 0.04% 98
2025
Q3 		$328K Sell
12,456
-1,394
-10% -$35.4K 0.05% 92
2025
Q2 		$339K Sell
13,850
-191
-1% -$4.32K 0.05% 85
2025
Q1 		$310K Buy
14,041
+199
+1% +$4.63K 0.06% 86
2024
Q4 		$321K Sell
13,842
-2,394
-15% -$55.8K 0.06% 86
2024
Q3 		$367K Buy
16,236
+9
+0.1% +$196 0.07% 76
2024
Q2 		$348K Hold
16,227
– – 0.07% 83
2024
Q1 		$336K Buy
+16,227
New +$319K 0.07% 81

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

Ellenbecker Investment Group's SCHX Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q2 2026, selling an estimated $42K and leaving 9,551 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #119.

Ellenbecker Investment Group first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. The position peaked at $367K in Q3 2024. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ellenbecker Investment Group held 9,551 shares of Schwab US Large- Cap ETF worth $281K as of Q2 2026.
  • Ellenbecker Investment Group sold 1,470 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $42K.
  • Schwab US Large- Cap ETF made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #119 holding.
  • Ellenbecker Investment Group first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Ellenbecker Investment Group's Schwab US Large- Cap ETF position peaked at $367K in Q3 2024.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.