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

Landmark Wealth Management (Illinois)’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 		$980K Sell
33,283
-1,309
-4% -$37.4K 0.32% 28
2026
Q1 		$887K Buy
34,592
+275
+0.8% +$7.38K 0.33% 31
2025
Q4 		$923K Sell
34,317
-10,047
-23% -$268K 0.35% 26
2025
Q3 		$1.17M Sell
44,364
-459
-1% -$11.7K 0.46% 24
2025
Q2 		$1.1M Buy
+44,823
New +$1.01M 0.47% 27

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

Landmark Wealth Management (Illinois)'s SCHX Position: Q2 2026 in Review

Landmark Wealth Management (Illinois) reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q2 2026, selling an estimated $37.4K and leaving 33,283 shares worth $980K. The position accounts for 0.32% of the portfolio, ranked #28.

Landmark Wealth Management (Illinois) first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2025. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Landmark Wealth Management (Illinois) held 33,283 shares of Schwab US Large- Cap ETF worth $980K as of Q2 2026.
  • Landmark Wealth Management (Illinois) sold 1,309 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $37.4K.
  • Schwab US Large- Cap ETF made up 0.32% of Landmark Wealth Management (Illinois)'s portfolio in Q2 2026, its #28 holding.
  • Landmark Wealth Management (Illinois) first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Landmark Wealth Management (Illinois)'s Schwab US Large- Cap ETF position peaked at $1.17M in Q3 2025.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 5 Aug 2026.