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Lawood & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lawood & Co’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 		$230K Buy
+7,800
New +$223K 0.16% 91
2026
Q1 		– Sell
-7,800
Closed -$210K – 94
2025
Q4 		$210K Buy
+7,800
New +$208K 0.2% 89

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

Lawood & Co's SCHX Position: Q2 2026 in Review

Lawood & Co opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,800 shares worth $230K. The stake represents 0.16% of the portfolio and ranks #91 among its holdings. This is a return to the name: Lawood & Co previously reported a position in SCHX as recently as Q4 2025.

Lawood & Co first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Lawood & Co held 7,800 shares of Schwab US Large- Cap ETF worth $230K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Lawood & Co position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.16% of Lawood & Co's portfolio in Q2 2026, its #91 holding.
  • Lawood & Co first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.