Gateway Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gateway Wealth Partners’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	$205K	Sell	6,963 -2,683	-28%	-$76.6K	0.01%	735
2026 Q1	$247K	Buy	+9,646	New	+$259K	0.01%	822
2023 Q4	–	Sell	-21,477	Closed	-$362K	–	265
2023 Q3	$362K	Buy	21,477 +3,060	+17%	+$53.7K	0.07%	164
2023 Q2	$322K	Buy	+18,417	New	+$304K	0.06%	175

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Gateway Wealth Partners's SCHX Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 28% in Q2 2026, selling an estimated $76.6K and leaving 6,963 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #735.

Gateway Wealth Partners first reported a position in SCHX in Q2 2023 and has held it in 4 quarters since. The position peaked at $362K in Q3 2023. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Gateway Wealth Partners held 6,963 shares of Schwab US Large- Cap ETF worth $205K as of Q2 2026.
Gateway Wealth Partners sold 2,683 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $76.6K.
Schwab US Large- Cap ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #735 holding.
Gateway Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 4 quarters since.
Gateway Wealth Partners's Schwab US Large- Cap ETF position peaked at $362K in Q3 2023.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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