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Kingswood Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kingswood Wealth Advisors’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 		$1.71M Buy
58,268
+17,649
+43% +$504K 0.07% 295
2026
Q1 		$1.04M Buy
40,619
+17,555
+76% +$471K 0.05% 373
2025
Q4 		$621K Sell
23,064
-2,348
-9% -$62.7K 0.03% 470
2025
Q3 		$669K Buy
25,412
+3,686
+17% +$93.6K 0.04% 400
2025
Q2 		$531K Buy
21,726
+602
+3% +$13.6K 0.04% 393
2025
Q1 		$466K Sell
21,124
-6,040
-22% -$141K 0.04% 415
2024
Q4 		$630K Buy
27,164
+5,078
+23% +$118K 0.05% 377
2024
Q3 		$499K Buy
22,086
+4,119
+23% +$89.7K 0.04% 451
2024
Q2 		$385K Buy
17,967
+2,868
+19% +$59.3K 0.03% 452
2024
Q1 		$312K Buy
+15,099
New +$297K 0.04% 463
2023
Q4 		– Sell
-25,122
Closed -$424K – 667
2023
Q3 		$424K Buy
+25,122
New +$441K 0.07% 281

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

Kingswood Wealth Advisors's SCHX Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 43% in Q2 2026, buying an estimated $504K and bringing the position to 58,268 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #295.

Kingswood Wealth Advisors first reported a position in SCHX in Q3 2023 and has held it in 11 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Kingswood Wealth Advisors held 58,268 shares of Schwab US Large- Cap ETF worth $1.71M as of Q2 2026.
  • Kingswood Wealth Advisors bought 17,649 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $504K.
  • Schwab US Large- Cap ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • Kingswood Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.