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GEN Financial Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

GEN Financial 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 		$27.6M Buy
936,352
+5,239
+0.6% +$150K 16.49% 1
2026
Q1 		$23.9M Buy
931,113
+35,283
+4% +$946K 14.78% 2
2025
Q4 		$24.1M Buy
895,830
+176,498
+25% +$4.71M 15.18% 2
2025
Q3 		$18.9M Sell
719,332
-89,536
-11% -$2.27M 16.34% 2
2025
Q2 		$19.8M Sell
808,868
-303,676
-27% -$6.87M 16.16% 3
2025
Q1 		$24.6M Sell
1,112,544
-3,732
-0.3% -$86.9K 16.64% 3
2024
Q4 		$25.9M Buy
+1,116,276
New +$26M 16.79% 2

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

GEN Financial Management's SCHX Position: Q2 2026 in Review

GEN Financial Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.56% in Q2 2026, buying an estimated $150K and bringing the position to 936,352 shares worth $27.6M. The position accounts for 16.49% of the portfolio, ranked #1.

GEN Financial Management first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • GEN Financial Management held 936,352 shares of Schwab US Large- Cap ETF worth $27.6M as of Q2 2026.
  • GEN Financial Management bought 5,239 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $150K.
  • Schwab US Large- Cap ETF made up 16.49% of GEN Financial Management's portfolio in Q2 2026, its #1 holding.
  • GEN Financial Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.