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

Landmark Wealth Management (New York)’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	$1.04M	Buy	35,172 +737	+2%	+$21K	0.25%	73
2026 Q1	$883K	Buy	34,435 +11,349	+49%	+$304K	0.24%	77
2025 Q4	$621K	Sell	23,086 -807	-3%	-$21.6K	0.24%	54
2025 Q3	$629K	Sell	23,893 -454	-2%	-$11.5K	0.25%	53
2025 Q2	$595K	Buy	24,347 +5,104	+27%	+$115K	0.25%	55
2025 Q1	$425K	Sell	19,243 -351	-2%	-$8.17K	0.19%	55
2024 Q4	$454K	Sell	19,594 -224	-1%	-$5.22K	0.2%	51
2024 Q3	$448K	Buy	+19,818	New	+$432K	0.2%	53
2024 Q2	–	Sell	-20,013	Closed	-$414K	–	64
2024 Q1	$414K	Sell	20,013 -699	-3%	-$13.8K	0.19%	52
2023 Q4	$389K	Sell	20,712 -474	-2%	-$8.32K	0.19%	52
2023 Q3	$357K	Buy	+21,186	New	+$372K	0.2%	54
2023 Q2	–	Sell	-22,932	Closed	-$370K	–	61
2023 Q1	$370K	Buy	+22,932	New	+$361K	0.21%	52

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Landmark Wealth Management (New York) increased its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q2 2026, buying an estimated $21K and bringing the position to 35,172 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #73.

Landmark Wealth Management (New York) first reported a position in SCHX in Q1 2023 and has held it in 12 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Landmark Wealth Management (New York) held 35,172 shares of Schwab US Large- Cap ETF worth $1.04M as of Q2 2026.
Landmark Wealth Management (New York) bought 737 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $21K.
Schwab US Large- Cap ETF made up 0.25% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #73 holding.
Landmark Wealth Management (New York) first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 12 quarters since.
1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.