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HRC Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

HRC 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 		$36.6M Sell
1,243,601
-13,139
-1% -$375K 14.97% 3
2026
Q1 		$32.2M Buy
1,256,740
+4,559
+0.4% +$122K 15.22% 3
2025
Q4 		$33.7M Sell
1,252,181
-5,257
-0.4% -$140K 16.14% 3
2025
Q3 		$33.1M Buy
1,257,438
+9,347
+0.7% +$237K 16.15% 3
2025
Q2 		$30.5M Buy
1,248,091
+84,905
+7% +$1.92M 16.26% 3
2025
Q1 		$25.7M Buy
1,163,186
+2,615
+0.2% +$60.9K 15.94% 3
2024
Q4 		$26.9M Sell
1,160,571
-2,169
-0.2% -$50.6K 15.97% 3
2024
Q3 		$26.3M Sell
1,162,740
-3,474
-0.3% -$75.7K 16.99% 3
2024
Q2 		$25M Buy
1,166,214
+21,078
+2% +$436K 17.1% 3
2024
Q1 		$23.7M Sell
1,145,136
-9,747
-0.8% -$192K 17.31% 3
2023
Q4 		$21.7M Buy
+1,154,883
New +$20.3M 18.68% 3

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

HRC Wealth Management's SCHX Position: Q2 2026 in Review

HRC Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1% in Q2 2026, selling an estimated $375K and leaving 1,243,601 shares worth $36.6M. The position accounts for 14.97% of the portfolio, ranked #3.

HRC Wealth Management first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 790 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • HRC Wealth Management held 1,243,601 shares of Schwab US Large- Cap ETF worth $36.6M as of Q2 2026.
  • HRC Wealth Management sold 13,139 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $375K.
  • Schwab US Large- Cap ETF made up 14.97% of HRC Wealth Management's portfolio in Q2 2026, its #3 holding.
  • HRC Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 790 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.