Flagship Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Flagship Private Wealth’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	$501K	Hold	17,021	–	–	0.18%	74
2026 Q1	$436K	Hold	17,021	–	–	0.18%	76
2025 Q4	$458K	Hold	17,021	–	–	0.18%	71
2025 Q3	$448K	Hold	17,021	–	–	0.18%	69
2025 Q2	$416K	Hold	17,021	–	–	0.18%	70
2025 Q1	$376K	Hold	17,021	–	–	0.18%	70
2024 Q4	$395K	Sell	17,021 -1	-0%	-$23	0.19%	70
2024 Q3	$385K	Hold	17,022	–	–	0.2%	71
2024 Q2	$365K	Sell	17,022 -1,314	-7%	-$27.2K	0.22%	65
2024 Q1	$379K	Sell	18,336 -2,145	-10%	-$42.2K	0.24%	63
2023 Q4	$385K	Hold	20,481	–	–	0.3%	55
2023 Q3	$345K	Hold	20,481	–	–	0.3%	55
2023 Q2	$358K	Hold	20,481	–	–	0.3%	56
2023 Q1	$330K	Hold	20,481	–	–	0.3%	57
2022 Q4	$308K	Hold	20,481	–	–	0.29%	56
2022 Q3	$289K	Hold	20,481	–	–	0.3%	56
2022 Q2	$305K	Hold	20,481	–	–	0.3%	55
2022 Q1	$368K	Buy	20,481 +3	+0%	+$53	0.3%	54
2021 Q4	$389K	Sell	20,478 -1,536	-7%	-$28.4K	0.28%	54
2021 Q3	$382K	Hold	22,014	–	–	0.31%	53
2021 Q2	$387K	Hold	22,014	–	–	0.29%	51
2021 Q1	$362K	Hold	22,014	–	–	0.3%	52
2020 Q4	$334K	Buy	+22,014	New	+$315K	0.31%	49

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Flagship Private Wealth's SCHX Position: Q2 2026 in Review

Flagship Private Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 17,021 shares worth $501K. The position accounts for 0.18% of the portfolio, ranked #74.

Flagship Private Wealth first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. 928 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Flagship Private Wealth held 17,021 shares of Schwab US Large- Cap ETF worth $501K as of Q2 2026.
Flagship Private Wealth left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.18% of Flagship Private Wealth's portfolio in Q2 2026, its #74 holding.
Flagship Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
928 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.