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Greykasell Wealth Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Greykasell Wealth Strategies’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 		$6.62K Hold
225
– – ﹤0.01% 411
2026
Q1 		$5.77K Hold
225
– – ﹤0.01% 452
2025
Q4 		$6.05K Hold
225
– – ﹤0.01% 402
2025
Q3 		$5.93K Hold
225
– – ﹤0.01% 331
2025
Q2 		$5.5K Hold
225
– – ﹤0.01% 273
2025
Q1 		$4.97K Buy
+225
New +$5.24K ﹤0.01% 301

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

Greykasell Wealth Strategies's SCHX Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 225 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Greykasell Wealth Strategies first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Greykasell Wealth Strategies held 225 shares of Schwab US Large- Cap ETF worth $6.62K as of Q2 2026.
  • Greykasell Wealth Strategies left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #411 holding.
  • Greykasell Wealth Strategies first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.