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Horst & Graben Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Horst & Graben Wealth Management’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 		$836K Sell
28,454
-4,336
-13% -$124K 0.11% 102
2026
Q1 		$924K Sell
32,790
-1,042
-3% -$28K 0.13% 86
2025
Q4 		$910K Hold
33,832
– – 0.14% 81
2025
Q3 		$891K Sell
33,832
-10
-0% -$254 0.14% 85
2025
Q2 		$827K Sell
33,842
-4
-0% -$90 0.14% 82
2025
Q1 		$747K Sell
33,846
-5
-0% -$116 0.13% 76
2024
Q4 		$785K Sell
33,851
-4
-0% -$93 0.14% 70
2024
Q3 		$766K Hold
33,855
– – 0.14% 66
2024
Q2 		$725K Buy
33,855
+10,464
+45% +$216K 0.14% 67
2024
Q1 		$484K Buy
23,391
+27
+0.1% +$532 0.1% 88
2023
Q4 		$439K Sell
23,364
-1,173
-5% -$20.6K 0.1% 85
2023
Q3 		$414K Hold
24,537
– – 0.1% 87
2023
Q2 		$428K Sell
24,537
-597
-2% -$9.86K 0.1% 80
2023
Q1 		$405K Buy
25,134
+66
+0.3% +$1.04K 0.1% 83
2022
Q4 		$377K Buy
25,068
+1,485
+6% +$22.5K 0.1% 92
2022
Q3 		$333K Buy
23,583
+2,181
+10% +$34.2K 0.09% 87
2022
Q2 		$319K Buy
21,402
+4,257
+25% +$69K 0.09% 99
2022
Q1 		$308K Sell
17,145
-3
-0% -$53 0.08% 110
2021
Q4 		$325K Buy
17,148
+60
+0.4% +$1.11K 0.08% 103
2021
Q3 		$296K Sell
17,088
-3,162
-16% -$56.4K 0.08% 105
2021
Q2 		$351K Buy
20,250
+3,270
+19% +$55.2K 0.1% 98
2021
Q1 		$272K Sell
16,980
-384
-2% -$6.02K 0.09% 108
2020
Q4 		$263K Buy
17,364
+54
+0.3% +$773 0.09% 97
2020
Q3 		$233K Sell
17,310
-312
-2% -$4.14K 0.09% 101
2020
Q2 		$218K Buy
+17,622
New +$205K 0.1% 91

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

Horst & Graben Wealth Management's SCHX Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q2 2026, selling an estimated $124K and leaving 28,454 shares worth $836K. The position accounts for 0.11% of the portfolio, ranked #102.

Horst & Graben Wealth Management first reported a position in SCHX in Q2 2020 and has held it in 25 quarters since. The position peaked at $924K in Q1 2026. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Horst & Graben Wealth Management held 28,454 shares of Schwab US Large- Cap ETF worth $836K as of Q2 2026.
  • Horst & Graben Wealth Management sold 4,336 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $124K.
  • Schwab US Large- Cap ETF made up 0.11% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Horst & Graben Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Horst & Graben Wealth Management's Schwab US Large- Cap ETF position peaked at $924K in Q1 2026.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.