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

Ironwood Wealth Management (Arizona)’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 		$4.44M Sell
150,979
-12,535
-8% -$358K 0.98% 18
2026
Q1 		$4.19M Sell
163,514
-5,932
-4% -$159K 1.2% 12
2025
Q4 		$4.56M Sell
169,446
-2,986
-2% -$79.7K 1.34% 11
2025
Q3 		$4.54M Sell
172,432
-18,865
-10% -$479K 1.52% 11
2025
Q2 		$4.68M Sell
191,297
-69,735
-27% -$1.58M 1.71% 10
2025
Q1 		$5.76M Sell
261,032
-33,575
-11% -$782K 1.77% 11
2024
Q4 		$6.83M Sell
294,607
-35,327
-11% -$823K 2.12% 11
2024
Q3 		$7.46M Sell
329,934
-4,179
-1% -$91.1K 2.25% 11
2024
Q2 		$7.16M Sell
334,113
-20,550
-6% -$425K 2.34% 11
2024
Q1 		$7.34M Sell
354,663
-15,837
-4% -$312K 2.38% 11
2023
Q4 		$6.97M Sell
370,500
-7,929
-2% -$139K 2.32% 11
2023
Q3 		$6.38M Sell
378,429
-100,695
-21% -$1.77M 2.6% 11
2023
Q2 		$8.36M Buy
479,124
+1,935
+0.4% +$31.9K 3.11% 9
2023
Q1 		$7.69M Sell
477,189
-19,599
-4% -$308K 3.04% 9
2022
Q4 		$7.48M Buy
496,788
+173,556
+54% +$2.63M 3.12% 8
2022
Q3 		$4.81M Hold
323,232
– – 2.15% 11
2022
Q2 		$4.81M Buy
323,232
+8,280
+3% +$134K 2.15% 11
2022
Q1 		$5.65M Sell
314,952
-22,926
-7% -$406K 2.32% 12
2021
Q4 		$6.41M Sell
337,878
-1,494
-0.4% -$27.6K 2.79% 8
2021
Q3 		$5.88M Sell
339,372
-4,074
-1% -$72.7K 2.77% 8
2021
Q2 		$5.95M Sell
343,446
-20,226
-6% -$341K 3.43% 8
2021
Q1 		$5.82M Sell
363,672
-39,972
-10% -$626K 3.73% 7
2020
Q4 		$6.12M Sell
403,644
-95,682
-19% -$1.37M 3.8% 8
2020
Q3 		$6.17M Hold
499,326
– – 4.57% 7
2020
Q2 		$6.17M Sell
499,326
-139,722
-22% -$1.63M 4.57% 7
2020
Q1 		$6.52M Sell
639,048
-261,108
-29% -$3.17M 5.47% 7
2019
Q4 		$11.5M Sell
900,156
-700,182
-44% -$8.58M 8.04% 4
2019
Q3 		$18.9M Buy
1,600,338
+109,872
+7% +$1.29M 14.11% 2
2019
Q2 		$17.4M Buy
1,490,466
+594,282
+66% +$6.83M 13.34% 2
2019
Q1 		$10.1M Buy
896,184
+10,014
+1% +$109K 8.61% 4
2018
Q4 		$8.82M Sell
886,170
-20,670
-2% -$222K 8.5% 4
2018
Q3 		$10.5M Buy
906,840
+12,096
+1% +$138K 9.29% 4
2018
Q2 		$9.69M Buy
+894,744
New +$9.65M 9.09% 4
2017
Q3 		$11.3M Buy
+1,129,356
New +$11.1M 10.57% 3

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s SCHX Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.7% in Q2 2026, selling an estimated $358K and leaving 150,979 shares worth $4.44M. The position accounts for 0.98% of the portfolio, ranked #18.

Ironwood Wealth Management (Arizona) first reported a position in SCHX in Q3 2017 and has held it in 34 quarters since. The position peaked at $18.9M in Q3 2019. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 150,979 shares of Schwab US Large- Cap ETF worth $4.44M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 12,535 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $358K.
  • Schwab US Large- Cap ETF made up 0.98% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #18 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 34 quarters since.
  • Ironwood Wealth Management (Arizona)'s Schwab US Large- Cap ETF position peaked at $18.9M in Q3 2019.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.