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

Elmwood Wealth 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	$5.84M	Buy	198,517 +4,406	+2%	+$126K	1.46%	18
2026 Q1	$4.98M	Buy	194,111 +19,618	+11%	+$526K	1.38%	22
2025 Q4	$4.7M	Sell	174,493 -3,094	-2%	-$82.6K	1.48%	19
2025 Q3	$4.68M	Buy	177,587 +4,119	+2%	+$105K	1.66%	17
2025 Q2	$4.24M	Sell	173,468 -2,763	-2%	-$62.5K	1.68%	16
2025 Q1	$3.89M	Buy	176,231 +12,355	+8%	+$288K	1.6%	14
2024 Q4	$3.8M	Sell	163,876 -2,558	-2%	-$59.6K	1.53%	14
2024 Q3	$3.76M	Buy	166,434 +36,636	+28%	+$798K	1.55%	13
2024 Q2	$2.78M	Buy	129,798 +2,565	+2%	+$53K	1.24%	27
2024 Q1	$2.63M	Buy	127,233 +79,254	+165%	+$1.56M	1.13%	30
2023 Q4	$902K	Sell	47,979 -67,170	-58%	-$1.18M	0.63%	50
2023 Q3	$1.94M	Sell	115,149 -2,112	-2%	-$37.1K	0.94%	35
2023 Q2	$2.05M	Sell	117,261 -12,630	-10%	-$209K	0.95%	34
2023 Q1	$2.09M	Sell	129,891 -12,765	-9%	-$201K	0.99%	31
2022 Q4	$2.15M	Sell	142,656 -5,652	-4%	-$85.6K	1.07%	30
2022 Q3	$2.09M	Sell	148,308 -7,575	-5%	-$119K	1.04%	31
2022 Q2	$2.32M	Sell	155,883 -1,782	-1%	-$28.9K	1.32%	25
2022 Q1	$2.83M	Sell	157,665 -6,099	-4%	-$108K	1.45%	21
2021 Q4	$3.11M	Buy	+163,764	New	+$3.03M	1.48%	16
2021 Q2	$2.89M	Buy	166,944 +1,290	+0.8%	+$21.8K	1.52%	13
2021 Q1	$2.65M	Buy	+165,654	New	+$2.6M	1.62%	13
2020 Q3	$2.13M	Hold	172,368	–	–	1.73%	9
2020 Q2	$2.13M	Sell	172,368 -102,900	-37%	-$1.2M	1.73%	9
2020 Q1	$2.89M	Buy	275,268 +78,504	+40%	+$954K	2.77%	4
2019 Q4	$2.52M	Buy	196,764 +126	+0.1%	+$1.54K	2.19%	7
2019 Q3	$2.33M	Sell	196,638 -2,850	-1%	-$33.6K	2.35%	4
2019 Q2	$2.33M	Sell	199,488 -7,476	-4%	-$85.9K	2.06%	6
2019 Q1	$2.33M	Sell	206,964 -88,518	-30%	-$959K	2.16%	6
2018 Q4	$2.94M	Buy	295,482 +19,944	+7%	+$214K	2.84%	5
2018 Q3	$3.19M	Buy	275,538 +4,254	+2%	+$48.4K	2.65%	5
2018 Q2	$2.94M	Sell	271,284 -3,984	-1%	-$43K	2.67%	4
2018 Q1	$2.89M	Buy	+275,268	New	+$2.99M	2.77%	4

Other funds holding SCHX

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Elmwood Wealth Management's SCHX Position: Q2 2026 in Review

Elmwood Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.3% in Q2 2026, buying an estimated $126K and bringing the position to 198,517 shares worth $5.84M. The position accounts for 1.46% of the portfolio, ranked #18.

Elmwood Wealth Management first reported a position in SCHX in Q1 2018 and has held it in 32 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Elmwood Wealth Management held 198,517 shares of Schwab US Large- Cap ETF worth $5.84M as of Q2 2026.
Elmwood Wealth Management bought 4,406 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $126K.
Schwab US Large- Cap ETF made up 1.46% of Elmwood Wealth Management's portfolio in Q2 2026, its #18 holding.
Elmwood Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 32 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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