GEM Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

GEM Asset 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	$567K	Buy	19,259 +1,052	+6%	+$30K	0.22%	62
2026 Q1	$467K	Buy	18,207 +3	+0%	+$80	0.21%	66
2025 Q4	$496K	Buy	18,204 +3	+0%	+$80	0.22%	64
2025 Q3	$482K	Buy	18,201 +239	+1%	+$6.07K	0.23%	64
2025 Q2	$442K	Buy	17,962 +5,035	+39%	+$114K	0.23%	63
2025 Q1	$287K	Buy	12,927 +70	+0.5%	+$1.63K	0.16%	78
2024 Q4	$298K	Buy	12,857 +2	+0%	+$47	0.17%	76
2024 Q3	$288K	Sell	12,855 -144	-1%	-$3.14K	0.16%	77
2024 Q2	$278K	Sell	12,999 -684	-5%	-$14.1K	0.17%	70
2024 Q1	$271K	Buy	13,683 +6	+0%	+$118	0.18%	70
2023 Q4	$257K	Buy	13,677 +1,818	+15%	+$31.9K	0.18%	70
2023 Q3	$200K	Hold	11,859	–	–	0.16%	80
2023 Q2	$207K	Buy	+11,859	New	+$196K	0.16%	76

Other funds holding SCHX

SFG

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

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

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GEM Asset Management's SCHX Position: Q2 2026 in Review

GEM Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 5.8% in Q2 2026, buying an estimated $30K and bringing the position to 19,259 shares worth $567K. The position accounts for 0.22% of the portfolio, ranked #62.

GEM Asset Management first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 404 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

GEM Asset Management held 19,259 shares of Schwab US Large- Cap ETF worth $567K as of Q2 2026.
GEM Asset Management bought 1,052 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $30K.
Schwab US Large- Cap ETF made up 0.22% of GEM Asset Management's portfolio in Q2 2026, its #62 holding.
GEM Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
404 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.