HNW
SCHX icon

High Note Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

High Note Wealth’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 		$144K Buy
4,877
+1,565
+47% +$44.7K 0.02% 141
2026
Q1 		$84.9K Hold
3,312
– – 0.02% 161
2025
Q4 		$89.1K Hold
3,312
– – 0.02% 153
2025
Q3 		$87.2K Hold
3,312
– – 0.02% 148
2025
Q2 		$80.9K Hold
3,312
– – 0.02% 147
2025
Q1 		$73.1K Hold
3,312
– – 0.02% 147
2024
Q4 		$76.8K Buy
+3,312
New +$77.2K 0.02% 146

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

High Note Wealth's SCHX Position: Q2 2026 in Review

High Note Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 47% in Q2 2026, buying an estimated $44.7K and bringing the position to 4,877 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #141.

High Note Wealth first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • High Note Wealth held 4,877 shares of Schwab US Large- Cap ETF worth $144K as of Q2 2026.
  • High Note Wealth bought 1,565 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $44.7K.
  • Schwab US Large- Cap ETF made up 0.02% of High Note Wealth's portfolio in Q2 2026, its #141 holding.
  • High Note Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.