FWMP
SCHX icon

Foundation Wealth Management (Pennsylvania)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$913K Buy
31,034
+2,735
+10% +$78.1K 0.28% 43
2026
Q1 		$726K Hold
28,299
– – 0.26% 44
2025
Q4 		$762K Hold
28,299
– – 0.28% 44
2025
Q3 		$745K Hold
28,299
– – 0.29% 47
2025
Q2 		$692K Hold
28,299
– – 0.3% 49
2025
Q1 		$625K Hold
28,299
– – 0.3% 48
2024
Q4 		$656K Buy
+28,299
New +$660K 0.32% 49

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
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
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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s SCHX Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Schwab US Large- Cap ETF (SCHX) stake by 9.7% in Q2 2026, buying an estimated $78.1K and bringing the position to 31,034 shares worth $913K. The position accounts for 0.28% of the portfolio, ranked #43.

Foundation Wealth Management (Pennsylvania) first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 31,034 shares of Schwab US Large- Cap ETF worth $913K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 2,735 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $78.1K.
  • Schwab US Large- Cap ETF made up 0.28% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #43 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 926 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.