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

LongView Wealth Management’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	$12.3M	Buy	418,242 +138	+0%	+$3.94K	3.16%	6
2026 Q1	$11.4M	Sell	418,104 -5,816	-1%	-$156K	2.87%	7
2025 Q4	$11.6M	Sell	423,920 -2,952	-0.7%	-$78.8K	2.81%	6
2025 Q3	$11.2M	Sell	426,872 -5,636	-1%	-$143K	3.05%	5
2025 Q2	$10.6M	Buy	432,508 +13,527	+3%	+$306K	3.2%	5
2025 Q1	$9.25M	Buy	418,981 +25,392	+6%	+$591K	2.77%	7
2024 Q4	$9.12M	Buy	393,589 +10,588	+3%	+$247K	2.78%	8
2024 Q3	$8.66M	Buy	383,001 +65,631	+21%	+$1.43M	2.76%	7
2024 Q2	$6.8M	Buy	317,370 +45,492	+17%	+$940K	2.51%	8
2024 Q1	$5.62M	Buy	271,878 +34,794	+15%	+$685K	2.23%	8
2023 Q4	$4.44M	Buy	+237,084	New	+$4.16M	1.98%	10

Other funds holding SCHX

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LongView Wealth Management's SCHX Position: Q2 2026 in Review

LongView Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q2 2026, buying an estimated $3.94K and bringing the position to 418,242 shares worth $12.3M. The position accounts for 3.16% of the portfolio, ranked #6.

LongView Wealth Management first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

LongView Wealth Management held 418,242 shares of Schwab US Large- Cap ETF worth $12.3M as of Q2 2026.
LongView Wealth Management bought 138 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.94K.
Schwab US Large- Cap ETF made up 3.16% of LongView Wealth Management's portfolio in Q2 2026, its #6 holding.
LongView Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.