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Innova Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Innova Wealth Partners’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 		$1.29M Buy
43,933
+24,649
+128% +$704K 0.53% 50
2026
Q1 		$494K Buy
+19,284
New +$517K 0.23% 77

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Innova Wealth Partners's SCHX Position: Q2 2026 in Review

Innova Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 128% in Q2 2026, buying an estimated $704K and bringing the position to 43,933 shares worth $1.29M. The position accounts for 0.53% of the portfolio, ranked #50.

Innova Wealth Partners first reported a position in SCHX in Q1 2026 and has held it in 2 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Innova Wealth Partners held 43,933 shares of Schwab US Large- Cap ETF worth $1.29M as of Q2 2026.
  • Innova Wealth Partners bought 24,649 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $704K.
  • Schwab US Large- Cap ETF made up 0.53% of Innova Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Innova Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.