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Global Wealth Strategies & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Global Wealth Strategies & Associates’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 		$447K Buy
15,204
+11
+0.1% +$314 0.08% 58
2026
Q1 		$390K Sell
15,193
-94
-0.6% -$2.52K 0.1% 57
2025
Q4 		$411K Sell
15,287
-132
-0.9% -$3.52K 0.1% 50
2025
Q3 		$406K Buy
15,419
+4,970
+48% +$126K 0.1% 51
2025
Q2 		$255K Sell
10,449
-109
-1% -$2.46K 0.07% 50
2025
Q1 		$233K Buy
10,558
+109
+1% +$2.54K 0.07% 50
2024
Q4 		$242K Hold
10,449
– – 0.08% 50
2024
Q3 		$236K Hold
10,449
– – 0.08% 42
2024
Q2 		$224K Hold
10,449
– – 0.08% 38
2024
Q1 		$216K Sell
10,449
-3
-0% -$59 0.08% 43
2023
Q4 		$196K Hold
10,452
– – 0.08% 40
2023
Q3 		$176K Sell
10,452
-378
-3% -$6.63K 0.08% 45
2023
Q2 		$189K Buy
10,830
+7,221
+200% +$119K 0.09% 41
2023
Q1 		$58.2K Buy
3,609
+60
+2% +$944 0.03% 69
2022
Q4 		$53.4K Buy
+3,549
New +$53.7K 0.03% 73

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

Global Wealth Strategies & Associates's SCHX Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 0.07% in Q2 2026, buying an estimated $314 and bringing the position to 15,204 shares worth $447K. The position accounts for 0.08% of the portfolio, ranked #58.

Global Wealth Strategies & Associates first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Global Wealth Strategies & Associates held 15,204 shares of Schwab US Large- Cap ETF worth $447K as of Q2 2026.
  • Global Wealth Strategies & Associates bought 11 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $314.
  • Schwab US Large- Cap ETF made up 0.08% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #58 holding.
  • Global Wealth Strategies & Associates first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.