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

Laurel Oak 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 		$373K Hold
12,660
– – 0.05% 245
2026
Q1 		$325K Buy
12,660
+1,836
+17% +$49.3K 0.05% 256
2025
Q4 		$291K Buy
+10,824
New +$289K 0.05% 271

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

Laurel Oak Wealth Management's SCHX Position: Q2 2026 in Review

Laurel Oak Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 12,660 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #245.

Laurel Oak Wealth Management first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Laurel Oak Wealth Management held 12,660 shares of Schwab US Large- Cap ETF worth $373K as of Q2 2026.
  • Laurel Oak Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Laurel Oak Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.