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

GeoWealth 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 		$435K Buy
14,771
+3,466
+31% +$99K 0.01% 537
2026
Q1 		$290K Buy
11,305
+263
+2% +$7.05K 0.01% 620
2025
Q4 		$297K Sell
11,042
-775
-7% -$20.7K 0.01% 570
2025
Q3 		$311K Buy
11,817
+1,271
+12% +$32.3K 0.01% 575
2025
Q2 		$258K Sell
10,546
-3,440
-25% -$77.8K 0.01% 587
2025
Q1 		$309K Buy
13,986
+4,330
+45% +$101K 0.01% 546
2024
Q4 		$224K Buy
9,656
+9,635
+45,881% +$225K 0.01% 722
2024
Q3 		$497 Buy
+21
New +$458 ﹤0.01% 1630
2024
Q2 		– Sell
-43,554
Closed -$901K – 939
2024
Q1 		$901K Buy
+43,554
New +$857K 0.03% 317
2023
Q4 		– Sell
-45,849
Closed -$773K – 720
2023
Q3 		$773K Buy
+45,849
New +$804K 0.09% 164
2019
Q4 		– Sell
-85,428
Closed -$1.01M – 189
2019
Q3 		$1.01M Buy
+85,428
New +$1.01M 0.23% 68

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

GeoWealth Management's SCHX Position: Q2 2026 in Review

GeoWealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 31% in Q2 2026, buying an estimated $99K and bringing the position to 14,771 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #537.

GeoWealth Management first reported a position in SCHX in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.01M in Q3 2019. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • GeoWealth Management held 14,771 shares of Schwab US Large- Cap ETF worth $435K as of Q2 2026.
  • GeoWealth Management bought 3,466 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $99K.
  • Schwab US Large- Cap ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #537 holding.
  • GeoWealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 11 quarters since.
  • GeoWealth Management's Schwab US Large- Cap ETF position peaked at $1.01M in Q3 2019.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.