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

Martel Wealth 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 		$572K Buy
19,424
+16
+0.1% +$457 0.09% 42
2026
Q1 		$498K Sell
19,408
-677
-3% -$18.2K 0.08% 45
2025
Q4 		$540K Buy
20,085
+7
+0% +$187 0.09% 43
2025
Q3 		$529K Buy
20,078
+7
+0% +$178 0.09% 42
2025
Q2 		$491K Buy
20,071
+51
+0.3% +$1.15K 0.09% 45
2025
Q1 		$442K Buy
20,020
+7
+0% +$163 0.09% 47
2024
Q4 		$464K Sell
20,013
-1,512
-7% -$35.2K 0.09% 46
2024
Q3 		$486K Sell
21,525
-1,503
-7% -$32.7K 0.1% 35
2024
Q2 		$493K Sell
23,028
-17,823
-44% -$368K 0.11% 34
2024
Q1 		$845K Sell
40,851
-351
-0.9% -$6.91K 0.18% 31
2023
Q4 		$775K Sell
41,202
-8,991
-18% -$158K 0.18% 31
2023
Q3 		$847K Buy
50,193
+18
+0% +$316 0.21% 30
2023
Q2 		$876K Sell
50,175
-27,720
-36% -$458K 0.21% 29
2023
Q1 		$1.26M Sell
77,895
-126,117
-62% -$1.98M 0.32% 26
2022
Q4 		$3.07M Sell
204,012
-612,561
-75% -$9.27M 0.83% 19
2022
Q3 		$11.5M Sell
816,573
-224,406
-22% -$3.52M 3.3% 7
2022
Q2 		$15.5M Sell
1,040,979
-142,980
-12% -$2.32M 4.23% 6
2022
Q1 		$21.3M Sell
1,183,959
-27,249
-2% -$482K 5.17% 6
2021
Q4 		$23M Sell
1,211,208
-36,882
-3% -$681K 5.44% 6
2021
Q3 		$21.6M Sell
1,248,090
-48,726
-4% -$869K 5.44% 6
2021
Q2 		$22.5M Sell
1,296,816
-38,184
-3% -$644K 5.66% 6
2021
Q1 		$21.4M Sell
1,335,000
-28,416
-2% -$445K 5.92% 6
2020
Q4 		$20.7M Sell
1,363,416
-292,854
-18% -$4.19M 5.98% 6
2020
Q3 		$22.3M Sell
1,656,270
-77,040
-4% -$1.02M 7.22% 6
2020
Q2 		$21.4M Sell
1,733,310
-26,424
-2% -$308K 7.42% 6
2020
Q1 		$18M Buy
1,759,734
+106,704
+6% +$1.3M 7.01% 6
2019
Q4 		$21.2M Sell
1,653,030
-126,888
-7% -$1.56M 7.29% 6
2019
Q3 		$21M Buy
1,779,918
+19,242
+1% +$227K 7.59% 6
2019
Q2 		$20.6M Buy
1,760,676
+328,452
+23% +$3.77M 7.5% 6
2019
Q1 		$16.1M Sell
1,432,224
-179,670
-11% -$1.95M 6.07% 6
2018
Q4 		$16M Buy
1,611,894
+94,854
+6% +$1.02M 6.59% 6
2018
Q3 		$17.6M Buy
+1,517,040
New +$17.2M 6.7% 6

Other funds holding SCHX

Wealth Enhancement Advisory Services
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

Martel Wealth Advisors's SCHX Position: Q2 2026 in Review

Martel Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.08% in Q2 2026, buying an estimated $457 and bringing the position to 19,424 shares worth $572K. The position accounts for 0.09% of the portfolio, ranked #42.

Martel Wealth Advisors first reported a position in SCHX in Q3 2018 and has held it in 32 quarters since. The position peaked at $23M in Q4 2021. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Martel Wealth Advisors held 19,424 shares of Schwab US Large- Cap ETF worth $572K as of Q2 2026.
  • Martel Wealth Advisors bought 16 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $457.
  • Schwab US Large- Cap ETF made up 0.09% of Martel Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Martel Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • Martel Wealth Advisors's Schwab US Large- Cap ETF position peaked at $23M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.