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

Empirical 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 		$31M Buy
1,053,827
+843
+0.1% +$24.1K 0.45% 42
2026
Q1 		$27M Sell
1,052,984
-77,549
-7% -$2.08M 0.47% 37
2025
Q4 		$30.4M Buy
1,130,533
+55,088
+5% +$1.47M 0.54% 32
2025
Q3 		$28.3M Sell
1,075,445
-15,007
-1% -$381K 0.57% 32
2025
Q2 		$26.7M Buy
1,090,452
+377,918
+53% +$8.54M 0.6% 29
2025
Q1 		$15.7M Buy
712,534
+26,405
+4% +$615K 0.4% 47
2024
Q4 		$15.9M Sell
686,129
-6,841
-1% -$159K 0.43% 43
2024
Q3 		$15.7M Buy
692,970
+3,291
+0.5% +$71.7K 0.44% 45
2024
Q2 		$14.8M Buy
689,679
+2,142
+0.3% +$44.3K 0.44% 42
2024
Q1 		$14.2M Buy
687,537
+11,499
+2% +$226K 0.43% 41
2023
Q4 		$12.7M Sell
676,038
-70,962
-9% -$1.25M 0.42% 47
2023
Q3 		$12.6M Sell
747,000
-10,773
-1% -$189K 0.49% 40
2023
Q2 		$13.2M Buy
757,773
+20,979
+3% +$346K 0.53% 33
2023
Q1 		$11.9M Buy
736,794
+45,372
+7% +$714K 0.52% 36
2022
Q4 		$10.4M Sell
691,422
-64,143
-8% -$971K 0.49% 42
2022
Q3 		$10.7M Sell
755,565
-46,920
-6% -$736K 0.56% 38
2022
Q2 		$11.9M Sell
802,485
-67,905
-8% -$1.1M 0.63% 35
2022
Q1 		$15.6M Buy
870,390
+56,580
+7% +$1M 0.78% 26
2021
Q4 		$15.4M Buy
813,810
+13,470
+2% +$249K 0.77% 28
2021
Q3 		$13.9M Buy
800,340
+24,546
+3% +$438K 0.79% 28
2021
Q2 		$13.4M Buy
775,794
+197,694
+34% +$3.34M 0.81% 27
2021
Q1 		$9.25M Sell
578,100
-177,234
-23% -$2.78M 0.74% 26
2020
Q4 		$11.4M Sell
755,334
-74,382
-9% -$1.06M 0.87% 23
2020
Q3 		$11.2M Sell
829,716
-11,640
-1% -$155K 0.95% 22
2020
Q2 		$10.4M Sell
841,356
-14,706
-2% -$171K 0.97% 20
2020
Q1 		$8.74M Sell
856,062
-18,660
-2% -$227K 0.96% 21
2019
Q4 		$11.2M Sell
874,722
-44,508
-5% -$546K 1.23% 14
2019
Q3 		$10.9M Buy
919,230
+26,574
+3% +$313K 1.32% 12
2019
Q2 		$10.4M Buy
892,656
+46,908
+6% +$539K 1.36% 11
2019
Q1 		$9.53M Sell
845,748
-14,400
-2% -$156K 1.39% 12
2018
Q4 		$8.56M Sell
860,148
-83,334
-9% -$894K 1.45% 12
2018
Q3 		$10.9M Buy
943,482
+1,704
+0.2% +$19.4K 1.94% 9
2018
Q2 		$10.2M Buy
941,778
+35,658
+4% +$385K 1.91% 9
2018
Q1 		$9.53M Buy
906,120
+5,292
+0.6% +$57.6K 1.88% 9
2017
Q4 		$9.58M Sell
900,828
-8,592
-0.9% -$89K 2.05% 10
2017
Q3 		$9.1M Sell
909,420
-7,116
-0.8% -$69.8K 2.1% 9
2017
Q2 		$8.82M Sell
916,536
-111,558
-11% -$1.06M 2.15% 9
2017
Q1 		$9.64M Sell
1,028,094
-143,538
-12% -$1.33M 2.4% 9
2016
Q4 		$10.4M Sell
1,171,632
-68,316
-6% -$593K 2.55% 8
2016
Q3 		$10.7M Sell
1,239,948
-569,712
-31% -$4.89M 2.79% 7
2016
Q2 		$15M Sell
1,809,660
-2,448,048
-57% -$20.1M 3.94% 7
2016
Q1 		$34.7M Buy
4,257,708
+21,222
+0.5% +$164K 8.38% 4
2015
Q4 		$34.3M Buy
4,236,486
+117,960
+3% +$962K 8.34% 3
2015
Q3 		$31.4M Buy
4,118,526
+96,624
+2% +$782K 7.41% 3
2015
Q2 		$33.1M Sell
4,021,902
-3,114
-0.1% -$26.1K 7.68% 3
2015
Q1 		$33.3M Buy
4,025,016
+102,798
+3% +$846K 7.98% 3
2014
Q4 		$32.1M Sell
3,922,218
-19,518
-0.5% -$156K 7.83% 3
2014
Q3 		$30.9M Buy
3,941,736
+179,310
+5% +$1.41M 7.47% 3
2014
Q2 		$29.4M Buy
3,762,426
+119,130
+3% +$902K 7.28% 3
2014
Q1 		$27.1M Buy
3,643,296
+117,612
+3% +$861K 7.15% 3
2013
Q4 		$25.9M Buy
3,525,684
+338,784
+11% +$2.39M 7.32% 4
2013
Q3 		$21.4M Buy
3,186,900
+186,624
+6% +$1.24M 6.68% 4
2013
Q2 		$19.1M Buy
+3,000,276
New +$19.2M 6.37% 5

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

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

Empirical Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.08% in Q2 2026, buying an estimated $24.1K and bringing the position to 1,053,827 shares worth $31M. The position accounts for 0.45% of the portfolio, ranked #42.

Empirical Wealth Management first reported a position in SCHX in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.7M in Q1 2016. 738 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Empirical Wealth Management held 1,053,827 shares of Schwab US Large- Cap ETF worth $31M as of Q2 2026.
  • Empirical Wealth Management bought 843 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $24.1K.
  • Schwab US Large- Cap ETF made up 0.45% of Empirical Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Empirical Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Empirical Wealth Management's Schwab US Large- Cap ETF position peaked at $34.7M in Q1 2016.
  • 738 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.