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

Legacy Wealth Partners (Colorado)’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 		$317K Buy
10,787
+26
+0.2% +$742 0.07% 145
2026
Q1 		$276K Hold
10,761
– – 0.07% 157
2025
Q4 		$290K Buy
+10,761
New +$287K 0.08% 145

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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

Legacy Wealth Partners (Colorado)'s SCHX Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its Schwab US Large- Cap ETF (SCHX) stake by 0.24% in Q2 2026, buying an estimated $742 and bringing the position to 10,787 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #145.

Legacy Wealth Partners (Colorado) first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,597 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 10,787 shares of Schwab US Large- Cap ETF worth $317K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 26 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $742.
  • Schwab US Large- Cap ETF made up 0.07% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #145 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.