LWMT
SCHX icon

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

Legacy Wealth Management (Tennessee)’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 		$63.5M Sell
2,158,489
-124,960
-5% -$3.57M 3.32% 9
2026
Q1 		$58.5M Buy
2,283,449
+77,273
+4% +$2.07M 3.41% 10
2025
Q4 		$59.4M Sell
2,206,176
-76,081
-3% -$2.03M 3.42% 10
2025
Q3 		$60.1M Sell
2,282,257
-61,369
-3% -$1.56M 3.54% 10
2025
Q2 		$57.3M Buy
2,343,626
+35,227
+2% +$796K 3.56% 10
2025
Q1 		$51M Buy
2,308,399
+66,784
+3% +$1.55M 3.4% 11
2024
Q4 		$52M Sell
2,241,615
-89,721
-4% -$2.09M 3.34% 10
2024
Q3 		$52.7M Sell
2,331,336
-61,674
-3% -$1.34M 3.42% 11
2024
Q2 		$51.3M Sell
2,393,010
-33,282
-1% -$688K 3.71% 9
2024
Q1 		$50.2M Sell
2,426,292
-148,668
-6% -$2.93M 3.7% 9
2023
Q4 		$48.4M Sell
2,574,960
-86,118
-3% -$1.51M 3.83% 8
2023
Q3 		$44.9M Sell
2,661,078
-43,086
-2% -$756K 3.92% 8
2023
Q2 		$47.2M Sell
2,704,164
-34,680
-1% -$573K 4% 7
2023
Q1 		$44.2M Sell
2,738,844
-42,900
-2% -$675K 3.95% 7
2022
Q4 		$41.9M Buy
2,781,744
+2,615,583
+1,574% +$39.6M 4% 7
2022
Q3 		$2.35M Sell
166,161
-156,756
-49% -$2.46M 0.24% 13
2022
Q2 		$4.81M Buy
322,917
+41,205
+15% +$668K 0.59% 13
2022
Q1 		$5.06M Buy
281,712
+86,988
+45% +$1.54M 0.6% 11
2021
Q4 		$3.69M Sell
194,724
-14,784
-7% -$273K 0.42% 11
2021
Q3 		$3.63M Buy
209,508
+25,464
+14% +$454K 0.46% 11
2021
Q2 		$3.19M Buy
184,044
+57,300
+45% +$967K 0.4% 11
2021
Q1 		$2.03M Sell
126,744
-12,090
-9% -$189K 0.27% 11
2020
Q4 		$2.1M Sell
138,834
-1,950
-1% -$27.9K 0.28% 11
2020
Q3 		$1.89M Sell
140,784
-42,522
-23% -$565K 0.29% 11
2020
Q2 		$2.26M Sell
183,306
-5,160
-3% -$60.1K 0.37% 11
2020
Q1 		$1.92M Sell
188,466
-36,690
-16% -$446K 0.35% 10
2019
Q4 		$2.88M Sell
225,156
-8,238
-4% -$101K 0.44% 8
2019
Q3 		$2.76M Sell
233,394
-11,814
-5% -$139K 0.45% 8
2019
Q2 		$2.87M Sell
245,208
-1,800
-0.7% -$20.7K 0.52% 8
2019
Q1 		$2.78M Sell
247,008
-1,479,732
-86% -$16M 0.54% 8
2018
Q4 		$17.2M Buy
1,726,740
+1,515,348
+717% +$16.3M 3.78% 6
2018
Q3 		$2.45M Buy
211,392
+18,294
+9% +$208K 0.49% 9
2018
Q2 		$2.09M Hold
193,098
– – 0.49% 9
2018
Q1 		$2.03M Sell
193,098
-594
-0.3% -$6.46K 0.5% 9
2017
Q4 		$2.06M Sell
193,692
-2,772
-1% -$28.7K 0.5% 8
2017
Q3 		$1.97M Sell
196,464
-1,320
-0.7% -$13K 0.5% 7
2017
Q2 		$1.9M Buy
197,784
+870
+0.4% +$8.3K 0.46% 7
2017
Q1 		$1.85M Buy
196,914
+8,238
+4% +$76.2K 0.46% 7
2016
Q4 		$1.67M Sell
188,676
-1,512
-0.8% -$13.1K 0.44% 7
2016
Q3 		$1.64M Buy
190,188
+6
+0% +$51 0.45% 7
2016
Q2 		$1.58M Sell
190,182
-2,640
-1% -$21.7K 0.47% 7
2016
Q1 		$1.57M Buy
192,822
+17,388
+10% +$134K 0.47% 7
2015
Q4 		$1.42M Buy
175,434
+22,848
+15% +$186K 0.4% 10
2015
Q3 		$1.16M Sell
152,586
-5,484
-3% -$44.4K 0.44% 7
2015
Q2 		$1.3M Hold
158,070
– – 0.53% 7
2015
Q1 		$1.31M Sell
158,070
-8,970
-5% -$73.9K 0.54% 7
2014
Q4 		$1.37M Buy
167,040
+135,648
+432% +$1.08M 0.49% 8
2014
Q3 		$246K Buy
+31,392
New +$247K 0.12% 6

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s SCHX Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.5% in Q2 2026, selling an estimated $3.57M and leaving 2,158,489 shares worth $63.5M. The position accounts for 3.32% of the portfolio, ranked #9.

Legacy Wealth Management (Tennessee) first reported a position in SCHX in Q3 2014 and has held it in 48 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 2,158,489 shares of Schwab US Large- Cap ETF worth $63.5M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 124,960 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.57M.
  • Schwab US Large- Cap ETF made up 3.32% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #9 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in Schwab US Large- Cap ETF in Q3 2014 and has held it in 48 quarters since.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.