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Griffith & Werner’s Schwab US Large- Cap ETF SCHX Stock Holding History

Griffith & Werner’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 		$230K Buy
+7,814
New +$223K 0.11% 66

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Griffith & Werner's SCHX Position: Q2 2026 in Review

Griffith & Werner opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,814 shares worth $230K. The stake represents 0.11% of the portfolio and ranks #66 among its holdings.

825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Griffith & Werner held 7,814 shares of Schwab US Large- Cap ETF worth $230K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Griffith & Werner position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.11% of Griffith & Werner's portfolio in Q2 2026, its #66 holding.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.