Linscomb Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Linscomb Wealth’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	–	Sell	-26,323	Closed	-$675K	–	343
2026 Q1	$675K	Buy	+26,323	New	+$706K	0.03%	223
2023 Q4	–	Sell	-12,930	Closed	-$218K	–	276
2023 Q3	$218K	Sell	12,930 -270	-2%	-$4.74K	0.01%	258
2023 Q2	$230K	Buy	+13,200	New	+$218K	0.01%	263
2022 Q3	–	Sell	-15,525	Closed	-$231K	–	294
2022 Q2	$231K	Buy	15,525 +3,414	+28%	+$55.3K	0.01%	274
2022 Q1	$217K	Sell	12,111 -57	-0.5%	-$1.01K	0.01%	318
2021 Q4	$231K	Buy	12,168 +444	+4%	+$8.2K	0.01%	308
2021 Q3	$203K	Buy	+11,724	New	+$209K	0.01%	321

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

Linscomb Wealth's SCHX Position: Q2 2026 in Review

Linscomb Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 26,323 shares — an estimated $675K sold.

Linscomb Wealth first reported a position in SCHX in Q3 2021 and held it in 7 quarters. The position peaked at $675K in Q1 2026. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Linscomb Wealth reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
Linscomb Wealth sold 26,323 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $675K.
Linscomb Wealth first reported a position in Schwab US Large- Cap ETF in Q3 2021 and held it in 7 quarters.
Linscomb Wealth's Schwab US Large- Cap ETF position peaked at $675K in Q1 2026.
1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.