HCR Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

HCR Wealth Advisors’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	$873K	Hold	29,673	–	–	0.08%	122
2026 Q1	$761K	Buy	29,673 +1,111	+4%	+$29.8K	0.08%	124
2025 Q4	$769K	Buy	28,562 +1,358	+5%	+$36.3K	0.08%	126
2025 Q3	$721K	Buy	27,204 +13,683	+101%	+$347K	0.07%	125
2025 Q2	$330K	Buy	+13,521	New	+$306K	0.04%	173
2021 Q1	–	Sell	-5,556	Closed	-$84K	–	257
2020 Q4	$84K	Buy	5,556 +546	+11%	+$7.81K	0.02%	193
2020 Q3	$67K	Hold	5,010	–	–	0.02%	175
2020 Q2	$62K	Sell	5,010 -2,046	-29%	-$23.8K	0.01%	175
2020 Q1	$72K	Buy	7,056 +84	+1%	+$1.02K	0.02%	166
2019 Q4	$89K	Buy	+6,972	New	+$85.5K	0.02%	171

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

HCR Wealth Advisors's SCHX Position: Q2 2026 in Review

HCR Wealth Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 29,673 shares worth $873K. The position accounts for 0.08% of the portfolio, ranked #122.

HCR Wealth Advisors first reported a position in SCHX in Q4 2019 and has held it in 10 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

HCR Wealth Advisors held 29,673 shares of Schwab US Large- Cap ETF worth $873K as of Q2 2026.
HCR Wealth Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.08% of HCR Wealth Advisors's portfolio in Q2 2026, its #122 holding.
HCR Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 10 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.