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

Maridea 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 		$319K Buy
+10,826
New +$309K 0.03% 402
2026
Q1 		– Sell
-89,053
Closed -$2.4M – 502
2025
Q4 		$2.4M Buy
+89,053
New +$2.38M 0.36% 70

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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

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

Maridea Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 10,826 shares worth $319K. The stake represents 0.03% of the portfolio and ranks #402 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in SCHX as recently as Q4 2025.

Maridea Wealth Management first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.4M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Maridea Wealth Management held 10,826 shares of Schwab US Large- Cap ETF worth $319K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Maridea Wealth Management position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Maridea Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Maridea Wealth Management's Schwab US Large- Cap ETF position peaked at $2.4M in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.