Gerber Kawasaki Wealth & Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$568K	Buy	19,293 +19	+0.1%	+$543	0.02%	223
2026 Q1	$494K	Buy	19,274 +143	+0.7%	+$3.84K	0.02%	219
2025 Q4	$515K	Sell	19,131 -249	-1%	-$6.65K	0.02%	215
2025 Q3	$510K	Buy	19,380 +3,173	+20%	+$80.6K	0.02%	209
2025 Q2	$396K	Sell	16,207 -24,166	-60%	-$546K	0.02%	226
2025 Q1	$891K	Buy	40,373 +9,149	+29%	+$213K	0.04%	148
2024 Q4	$724K	Sell	31,224 -3,870	-11%	-$90.2K	0.03%	156
2024 Q3	$794K	Sell	35,094 -75	-0.2%	-$1.63K	0.04%	146
2024 Q2	$753K	Buy	35,169 +219	+0.6%	+$4.53K	0.04%	147
2024 Q1	$723K	Buy	34,950 +24,144	+223%	+$475K	0.04%	145
2023 Q4	$203K	Buy	+10,806	New	+$190K	0.01%	248
2021 Q4	–	Sell	-1,692	Closed	-$29K	–	941
2021 Q3	$29K	Buy	+1,692	New	+$30.2K	﹤0.01%	416

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

SFG

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SCHX Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.1% in Q2 2026, buying an estimated $543 and bringing the position to 19,293 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #223.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHX in Q3 2021 and has held it in 12 quarters since. The position peaked at $891K in Q1 2025. 1,345 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 19,293 shares of Schwab US Large- Cap ETF worth $568K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 19 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $543.
Schwab US Large- Cap ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #223 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 12 quarters since.
Gerber Kawasaki Wealth & Investment Management's Schwab US Large- Cap ETF position peaked at $891K in Q1 2025.
1,345 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.