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

Golden State 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	$280K	Buy	9,528 +7	+0.1%	+$200	0.03%	367
2026 Q1	$244K	Sell	9,521 -68	-0.7%	-$1.82K	0.03%	360
2025 Q4	$258K	Buy	9,589 +7	+0.1%	+$187	0.03%	349
2025 Q3	$252K	Hold	9,582	–	–	0.03%	338
2025 Q2	$234K	Buy	9,582 +324	+3%	+$7.33K	0.03%	340
2025 Q1	$204K	Sell	9,258 -579	-6%	-$13.5K	0.03%	335
2024 Q4	$228K	Buy	+9,837	New	+$229K	0.03%	301
2020 Q1	–	Sell	-155,616	Closed	-$1.99M	–	1007
2019 Q4	$1.99M	Buy	155,616 +155,568	+324,100%	+$1.91M	0.38%	19
2019 Q3	$1K	Buy	+48	New	+$566	﹤0.01%	1037

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Golden State Wealth Management's SCHX Position: Q2 2026 in Review

Golden State Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.07% in Q2 2026, buying an estimated $200 and bringing the position to 9,528 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #367.

Golden State Wealth Management first reported a position in SCHX in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.99M in Q4 2019. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Golden State Wealth Management held 9,528 shares of Schwab US Large- Cap ETF worth $280K as of Q2 2026.
Golden State Wealth Management bought 7 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $200.
Schwab US Large- Cap ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #367 holding.
Golden State Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 9 quarters since.
Golden State Wealth Management's Schwab US Large- Cap ETF position peaked at $1.99M in Q4 2019.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.