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GenWealth Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

GenWealth Group’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 		$1.79M Buy
60,780
+6,117
+11% +$175K 0.28% 38
2026
Q1 		$1.4M Sell
54,663
-680
-1% -$18.2K 0.24% 36
2025
Q4 		$1.51M Sell
55,343
-1,728
-3% -$46.1K 0.26% 40
2025
Q3 		$1.5M Sell
57,071
-1,777
-3% -$45.1K 0.28% 38
2025
Q2 		$1.44M Buy
58,848
+12,036
+26% +$272K 0.29% 38
2025
Q1 		$1.03M Buy
46,812
+5,891
+14% +$137K 0.23% 37
2024
Q4 		$949K Sell
40,921
-7,826
-16% -$182K 0.22% 41
2024
Q3 		$1.1M Sell
48,747
-12
-0% -$261 0.25% 39
2024
Q2 		$1.04M Sell
48,759
-1,191
-2% -$24.6K 0.26% 39
2024
Q1 		$1.03M Buy
49,950
+7,443
+18% +$147K 0.26% 39
2023
Q4 		$799K Sell
42,507
-219
-0.5% -$3.85K 0.22% 42
2023
Q3 		$721K Sell
42,726
-4,416
-9% -$77.5K 0.22% 42
2023
Q2 		$823K Buy
47,142
+7,725
+20% +$128K 0.24% 42
2023
Q1 		$636K Sell
39,417
-174
-0.4% -$2.74K 0.19% 43
2022
Q4 		$596K Buy
39,591
+1,038
+3% +$15.7K 0.19% 43
2022
Q3 		$544K Sell
38,553
-5,403
-12% -$84.8K 0.18% 35
2022
Q2 		$654K Hold
43,956
– – 0.21% 32
2022
Q1 		$789K Buy
43,956
+9,042
+26% +$160K 0.22% 36
2021
Q4 		$662K Hold
34,914
– – 0.18% 40
2021
Q3 		$605K Hold
34,914
– – 0.18% 35
2021
Q2 		$605K Sell
34,914
-11,940
-25% -$201K 0.18% 36
2021
Q1 		$749K Sell
46,854
-3,702
-7% -$58K 0.24% 34
2020
Q4 		$766K Sell
50,556
-16,884
-25% -$242K 0.25% 34
2020
Q3 		$924K Sell
67,440
-7,002
-9% -$93K 0.33% 33
2020
Q2 		$924K Buy
74,442
+21,834
+42% +$254K 0.36% 34
2020
Q1 		$537K Hold
52,608
– – 0.23% 30
2019
Q4 		$673K Buy
52,608
+21,138
+67% +$259K 0.26% 41
2019
Q3 		$372K Buy
+31,470
New +$371K 0.15% 52

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

GenWealth Group's SCHX Position: Q2 2026 in Review

GenWealth Group increased its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q2 2026, buying an estimated $175K and bringing the position to 60,780 shares worth $1.79M. The position accounts for 0.28% of the portfolio, ranked #38.

GenWealth Group first reported a position in SCHX in Q3 2019 and has held it in 28 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • GenWealth Group held 60,780 shares of Schwab US Large- Cap ETF worth $1.79M as of Q2 2026.
  • GenWealth Group bought 6,117 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $175K.
  • Schwab US Large- Cap ETF made up 0.28% of GenWealth Group's portfolio in Q2 2026, its #38 holding.
  • GenWealth Group first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.