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

GK Wealth 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	$538K	Buy	+18,264	New	+$522K	0.28%	85
2026 Q1	–	Sell	-16,801	Closed	-$452K	–	166
2025 Q4	$452K	Sell	16,801 -52	-0.3%	-$1.39K	0.3%	84
2025 Q3	$444K	Sell	16,853 -1,961	-10%	-$49.8K	0.32%	82
2025 Q2	$460K	Buy	18,814 +5,343	+40%	+$121K	0.41%	62
2025 Q1	$297K	Buy	+13,471	New	+$314K	0.34%	88

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

GK Wealth Management's SCHX Position: Q2 2026 in Review

GK Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 18,264 shares worth $538K. The stake represents 0.28% of the portfolio and ranks #85 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in SCHX as recently as Q4 2025.

GK Wealth Management first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. 590 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

GK Wealth Management held 18,264 shares of Schwab US Large- Cap ETF worth $538K as of Q2 2026.
Schwab US Large- Cap ETF was a new GK Wealth Management position in Q2 2026.
Schwab US Large- Cap ETF made up 0.28% of GK Wealth Management's portfolio in Q2 2026, its #85 holding.
GK Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
590 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.