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

Emergent Wealth Advisors’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 		$2.01M Buy
68,459
+1,298
+2% +$37.1K 1.04% 21
2026
Q1 		$1.72M Buy
67,161
+1,073
+2% +$28.8K 1.02% 21
2025
Q4 		$1.78M Buy
66,088
+86
+0.1% +$2.3K 1% 25
2025
Q3 		$1.74M Sell
66,002
-216
-0.3% -$5.49K 1.01% 23
2025
Q2 		$1.62M Sell
66,218
-2,622
-4% -$59.3K 1.03% 25
2025
Q1 		$1.52M Sell
68,840
-3,127
-4% -$72.8K 1.1% 23
2024
Q4 		$1.67M Buy
71,967
+3,717
+5% +$86.6K 1.21% 22
2024
Q3 		$1.54M Sell
68,250
-2,607
-4% -$56.8K 1.14% 23
2024
Q2 		$1.52M Buy
70,857
+420
+0.6% +$8.68K 1.22% 19
2024
Q1 		$1.46M Buy
70,437
+23,901
+51% +$471K 1.26% 18
2023
Q4 		$875K Buy
+46,536
New +$817K 0.82% 26

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

Emergent Wealth Advisors's SCHX Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q2 2026, buying an estimated $37.1K and bringing the position to 68,459 shares worth $2.01M. The position accounts for 1.04% of the portfolio, ranked #21.

Emergent Wealth Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Emergent Wealth Advisors held 68,459 shares of Schwab US Large- Cap ETF worth $2.01M as of Q2 2026.
  • Emergent Wealth Advisors bought 1,298 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $37.1K.
  • Schwab US Large- Cap ETF made up 1.04% of Emergent Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Emergent Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.