Lifeworks Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lifeworks Advisors’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	$862K	Buy	29,289 +5,528	+23%	+$158K	0.09%	147
2026 Q1	$609K	Sell	23,761 -33,007	-58%	-$885K	0.08%	172
2025 Q4	$1.53M	Sell	56,768 -19,574	-26%	-$523K	0.2%	107
2025 Q3	$2.01M	Sell	76,342 -17,403	-19%	-$442K	0.27%	88
2025 Q2	$2.29M	Sell	93,745 -23,136	-20%	-$523K	0.34%	78
2025 Q1	$2.58M	Sell	116,881 -98,345	-46%	-$2.29M	0.43%	65
2024 Q4	$4.99M	Sell	215,226 -18,513	-8%	-$431K	0.9%	29
2024 Q3	$5.29M	Buy	233,739 +202,215	+641%	+$4.41M	1.04%	28
2024 Q2	$675K	Buy	+31,524	New	+$651K	0.19%	113

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

Lifeworks Advisors's SCHX Position: Q2 2026 in Review

Lifeworks Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 23% in Q2 2026, buying an estimated $158K and bringing the position to 29,289 shares worth $862K. The position accounts for 0.09% of the portfolio, ranked #147.

Lifeworks Advisors first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.29M in Q3 2024. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Lifeworks Advisors held 29,289 shares of Schwab US Large- Cap ETF worth $862K as of Q2 2026.
Lifeworks Advisors bought 5,528 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $158K.
Schwab US Large- Cap ETF made up 0.09% of Lifeworks Advisors's portfolio in Q2 2026, its #147 holding.
Lifeworks Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
Lifeworks Advisors's Schwab US Large- Cap ETF position peaked at $5.29M in Q3 2024.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.