JWM
SCHX icon

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

Jacksonville 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 		$220K Buy
+7,473
New +$213K 0.12% 70
2026
Q1 		– Sell
-7,473
Closed -$201K – 78
2025
Q4 		$201K Buy
+7,473
New +$200K 0.14% 72

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

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

Jacksonville Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,473 shares worth $220K. The stake represents 0.12% of the portfolio and ranks #70 among its holdings. This is a return to the name: Jacksonville Wealth Management previously reported a position in SCHX as recently as Q4 2025.

Jacksonville Wealth Management first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Jacksonville Wealth Management held 7,473 shares of Schwab US Large- Cap ETF worth $220K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Jacksonville Wealth Management position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.12% of Jacksonville Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Jacksonville Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.