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Glassman Wealth Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Glassman Wealth Services’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 		$55.4K Hold
1,884
– – 0.01% 146
2026
Q1 		$48.3K Sell
1,884
-1,818
-49% -$48.8K 0.01% 119
2025
Q4 		$99.6K Sell
3,702
-2,299
-38% -$61.4K 0.01% 100
2025
Q3 		$158K Buy
6,001
+2,299
+62% +$58.4K 0.02% 79
2025
Q2 		$90.5K Hold
3,702
– – 0.01% 97
2025
Q1 		$81.7K Hold
3,702
– – 0.01% 93
2024
Q4 		$85.8K Hold
3,702
– – 0.01% 92
2024
Q3 		$83.7K Sell
3,702
-1,350
-27% -$29.4K 0.01% 90
2024
Q2 		$108K Buy
5,052
+1,287
+34% +$26.6K 0.02% 90
2024
Q1 		$77.9K Hold
3,765
– – 0.02% 98
2023
Q4 		$70.8K Hold
3,765
– – 0.01% 372
2023
Q3 		$63.5K Buy
3,765
+63
+2% +$1.1K 0.01% 364
2023
Q2 		$64.6K Sell
3,702
-3,621
-49% -$59.8K 0.01% 344
2023
Q1 		$118K Buy
7,323
+4,479
+157% +$70.5K 0.02% 244
2022
Q4 		$42.8K Hold
2,844
– – 0.01% 458
2022
Q3 		$40K Hold
2,844
– – 0.01% 436
2022
Q2 		$42K Hold
2,844
– – 0.01% 434
2022
Q1 		$51K Sell
2,844
-5,586
-66% -$98.9K 0.01% 396
2021
Q4 		$160K Buy
8,430
+780
+10% +$14.4K 0.03% 181
2021
Q3 		$133K Buy
7,650
+132
+2% +$2.35K 0.03% 198
2021
Q2 		$130K Buy
7,518
+6
+0.1% +$101 0.03% 200
2021
Q1 		$120K Buy
7,512
+6
+0.1% +$94 0.03% 201
2020
Q4 		$114K Buy
7,506
+66
+0.9% +$944 0.03% 208
2020
Q3 		$100K Buy
7,440
+6
+0.1% +$80 0.03% 202
2020
Q2 		$92K Sell
7,434
-3,546
-32% -$41.3K 0.03% 184
2020
Q1 		$112K Buy
10,980
+3,750
+52% +$45.5K 0.04% 152
2019
Q4 		$93K Hold
7,230
– – 0.04% 186
2019
Q3 		$85K Sell
7,230
-900
-11% -$10.6K 0.03% 180
2019
Q2 		$95K Buy
+8,130
New +$93.4K 0.04% 172

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

Glassman Wealth Services's SCHX Position: Q2 2026 in Review

Glassman Wealth Services held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 1,884 shares worth $55.4K. The position accounts for 0.01% of the portfolio, ranked #146.

Glassman Wealth Services first reported a position in SCHX in Q2 2019 and has held it in 29 quarters since. The position peaked at $160K in Q4 2021. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Glassman Wealth Services held 1,884 shares of Schwab US Large- Cap ETF worth $55.4K as of Q2 2026.
  • Glassman Wealth Services left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #146 holding.
  • Glassman Wealth Services first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Glassman Wealth Services's Schwab US Large- Cap ETF position peaked at $160K in Q4 2021.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.