IWMO
SCHX icon

Integrated Wealth Management (Ohio)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Integrated Wealth Management (Ohio)’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 		$255K Sell
8,662
-7,748
-47% -$221K 0.27% 73
2026
Q1 		$421K Sell
16,410
-3,024
-16% -$81.1K 0.48% 63
2025
Q4 		$523K Buy
+19,434
New +$519K 0.59% 50

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

Integrated Wealth Management (Ohio)'s SCHX Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its Schwab US Large- Cap ETF (SCHX) stake by 47% in Q2 2026, selling an estimated $221K and leaving 8,662 shares worth $255K. The position accounts for 0.27% of the portfolio, ranked #73.

Integrated Wealth Management (Ohio) first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $523K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 8,662 shares of Schwab US Large- Cap ETF worth $255K as of Q2 2026.
  • Integrated Wealth Management (Ohio) sold 7,748 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $221K.
  • Schwab US Large- Cap ETF made up 0.27% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #73 holding.
  • Integrated Wealth Management (Ohio) first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Management (Ohio)'s Schwab US Large- Cap ETF position peaked at $523K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.