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Independent Wealth Network’s Schwab US Large- Cap ETF SCHX Stock Holding History

Independent Wealth Network’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 		$337K Buy
11,445
+2,420
+27% +$69.1K 0.09% 233
2026
Q1 		$231K Buy
9,025
+1,205
+15% +$32.3K 0.07% 258
2025
Q4 		$210K Sell
7,820
-269
-3% -$7.18K 0.06% 265
2025
Q3 		$213K Sell
8,089
-1,932
-19% -$49.1K 0.07% 249
2025
Q2 		$245K Buy
10,021
+362
+4% +$8.18K 0.09% 220
2025
Q1 		$213K Sell
9,659
-749
-7% -$17.4K 0.09% 221
2024
Q4 		$241K Sell
10,408
-2,879
-22% -$67.1K 0.1% 199
2024
Q3 		$301K Sell
13,287
-1,227
-8% -$26.7K 0.13% 170
2024
Q2 		$311K Sell
14,514
-1,626
-10% -$33.6K 0.14% 161
2024
Q1 		$334K Sell
16,140
-8,697
-35% -$171K 0.16% 154
2023
Q4 		$467K Sell
24,837
-1,119
-4% -$19.7K 0.25% 112
2023
Q3 		$438K Sell
25,956
-1,803
-6% -$31.6K 0.27% 97
2023
Q2 		$485K Buy
27,759
+7,617
+38% +$126K 0.29% 88
2023
Q1 		$325K Sell
20,142
-7,023
-26% -$111K 0.21% 123
2022
Q4 		$409K Sell
27,165
-1,464
-5% -$22.2K 0.28% 88
2022
Q3 		$404K Buy
28,629
+618
+2% +$9.7K 0.32% 79
2022
Q2 		$417K Buy
28,011
+3,273
+13% +$53K 0.3% 90
2022
Q1 		$444K Sell
24,738
-696
-3% -$12.3K 0.28% 96
2021
Q4 		$482K Sell
25,434
-102
-0.4% -$1.88K 0.3% 90
2021
Q3 		$479K Buy
+25,536
New +$455K 0.31% 94

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
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
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

Independent Wealth Network's SCHX Position: Q2 2026 in Review

Independent Wealth Network increased its Schwab US Large- Cap ETF (SCHX) stake by 27% in Q2 2026, buying an estimated $69.1K and bringing the position to 11,445 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #233.

Independent Wealth Network first reported a position in SCHX in Q3 2021 and has held it in 20 quarters since. The position peaked at $485K in Q2 2023. 531 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Independent Wealth Network held 11,445 shares of Schwab US Large- Cap ETF worth $337K as of Q2 2026.
  • Independent Wealth Network bought 2,420 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $69.1K.
  • Schwab US Large- Cap ETF made up 0.09% of Independent Wealth Network's portfolio in Q2 2026, its #233 holding.
  • Independent Wealth Network first reported a position in Schwab US Large- Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Schwab US Large- Cap ETF position peaked at $485K in Q2 2023.
  • 531 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.