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Keystone Wealth Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Keystone Wealth Services’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 		$1.1M Buy
37,302
+40
+0.1% +$1.14K 0.2% 115
2026
Q1 		$955K Buy
37,262
+44
+0.1% +$1.18K 0.2% 119
2025
Q4 		$1M Buy
37,218
+2,753
+8% +$73.5K 0.21% 91
2025
Q3 		$908K Sell
34,465
-479
-1% -$12.2K 0.2% 120
2025
Q2 		$854K Buy
34,944
+44
+0.1% +$995 0.21% 115
2025
Q1 		$771K Buy
34,900
+46
+0.1% +$1.07K 0.21% 110
2024
Q4 		$808K Buy
34,854
+48
+0.1% +$1.12K 0.21% 107
2024
Q3 		$787K Buy
34,806
+93
+0.3% +$2.03K 0.22% 104
2024
Q2 		$743K Buy
34,713
+144
+0.4% +$2.98K 0.23% 101
2024
Q1 		$715K Sell
34,569
-225
-0.6% -$4.43K 0.23% 101
2023
Q4 		$654K Sell
34,794
-540
-2% -$9.48K 0.22% 97
2023
Q3 		$596K Sell
35,334
-1,443
-4% -$25.3K 0.23% 97
2023
Q2 		$642K Sell
36,777
-228
-0.6% -$3.77K 0.24% 92
2023
Q1 		$597K Sell
37,005
-1,932
-5% -$30.4K 0.24% 97
2022
Q4 		$586K Buy
38,937
+66
+0.2% +$999 0.26% 90
2022
Q3 		$549K Sell
38,871
-492
-1% -$7.72K 0.26% 75
2022
Q2 		$586K Sell
39,363
-29,850
-43% -$484K 0.26% 79
2022
Q1 		$1.24M Sell
69,213
-5,385
-7% -$95.3K 0.49% 52
2021
Q4 		$1.42M Buy
+74,598
New +$1.38M 0.57% 41

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

Keystone Wealth Services's SCHX Position: Q2 2026 in Review

Keystone Wealth Services increased its Schwab US Large- Cap ETF (SCHX) stake by 0.11% in Q2 2026, buying an estimated $1.14K and bringing the position to 37,302 shares worth $1.1M. The position accounts for 0.2% of the portfolio, ranked #115.

Keystone Wealth Services first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.42M in Q4 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Keystone Wealth Services held 37,302 shares of Schwab US Large- Cap ETF worth $1.1M as of Q2 2026.
  • Keystone Wealth Services bought 40 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.14K.
  • Schwab US Large- Cap ETF made up 0.2% of Keystone Wealth Services's portfolio in Q2 2026, its #115 holding.
  • Keystone Wealth Services first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Schwab US Large- Cap ETF position peaked at $1.42M in Q4 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.