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Guardian Wealth Advisors (North Carolina)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$83.9M Buy
2,849,825
+77,447
+3% +$2.21M 4.71% 3
2026
Q1 		$71.1M Buy
2,772,378
+150,206
+6% +$4.03M 4.48% 3
2025
Q4 		$70.6M Buy
2,622,172
+126,713
+5% +$3.38M 4.38% 3
2025
Q3 		$65.7M Buy
2,495,459
+5,990
+0.2% +$152K 4.26% 3
2025
Q2 		$60.8M Buy
2,489,469
+107,297
+5% +$2.43M 4.28% 3
2025
Q1 		$52.6M Buy
2,382,172
+52,314
+2% +$1.22M 4.21% 4
2024
Q4 		$54M Sell
2,329,858
-15,200
-0.6% -$354K 4.26% 4
2024
Q3 		$53M Buy
2,345,058
+60,606
+3% +$1.32M 5.63% 4
2024
Q2 		$48.9M Buy
2,284,452
+71,982
+3% +$1.49M 5.72% 4
2024
Q1 		$45.8M Buy
2,212,470
+110,115
+5% +$2.17M 5.6% 5
2023
Q4 		$39.5M Sell
2,102,355
-145,476
-6% -$2.55M 6.01% 4
2023
Q3 		$37.9M Buy
2,247,831
+1,271,427
+130% +$22.3M 6.45% 4
2023
Q2 		$17M Buy
976,404
+59,367
+6% +$980K 2.92% 9
2023
Q1 		$14.8M Buy
917,037
+160,980
+21% +$2.53M 2.6% 9
2022
Q4 		$11.4M Sell
756,057
-53,154
-7% -$805K 2.19% 10
2022
Q3 		$11.4M Buy
809,211
+53,568
+7% +$840K 2.13% 11
2022
Q2 		$11.2M Buy
755,643
+586,134
+346% +$9.5M 2.05% 11
2022
Q1 		$3.04M Sell
169,509
-105
-0.1% -$1.86K 1.31% 16
2021
Q4 		$3.22M Buy
+169,614
New +$3.13M 1.38% 15

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

Guardian Wealth Advisors (North Carolina)'s SCHX Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q2 2026, buying an estimated $2.21M and bringing the position to 2,849,825 shares worth $83.9M. The position accounts for 4.71% of the portfolio, ranked #3.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,849,825 shares of Schwab US Large- Cap ETF worth $83.9M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 77,447 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.21M.
  • Schwab US Large- Cap ETF made up 4.71% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #3 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.