Howard Capital Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Howard Capital Management Group’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	$272K	Hold	9,234	–	–	0.02%	116
2026 Q1	$237K	Hold	9,234	–	–	0.02%	123
2025 Q4	$248K	Hold	9,234	–	–	0.02%	118
2025 Q3	$243K	Hold	9,234	–	–	0.02%	124
2025 Q2	$226K	Hold	9,234	–	–	0.02%	115
2025 Q1	$204K	Hold	9,234	–	–	0.02%	120
2024 Q4	$214K	Hold	9,234	–	–	0.01%	119
2024 Q3	$209K	Buy	+9,234	New	+$201K	0.01%	120

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Howard Capital Management Group's SCHX Position: Q2 2026 in Review

Howard Capital Management Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 9,234 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #116.

Howard Capital Management Group first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Howard Capital Management Group held 9,234 shares of Schwab US Large- Cap ETF worth $272K as of Q2 2026.
Howard Capital Management Group left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.02% of Howard Capital Management Group's portfolio in Q2 2026, its #116 holding.
Howard Capital Management Group first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.