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

Mattern 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 		$250K Hold
8,496
– – 0.04% 163
2026
Q1 		$218K Hold
8,496
– – 0.04% 147
2025
Q4 		$229K Hold
8,496
– – 0.04% 141
2025
Q3 		$224K Hold
8,496
– – 0.04% 146
2025
Q2 		$208K Buy
+8,496
New +$192K 0.04% 153

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

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

Mattern Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 8,496 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #163.

Mattern Wealth Management first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Mattern Wealth Management held 8,496 shares of Schwab US Large- Cap ETF worth $250K as of Q2 2026.
  • Mattern Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.04% of Mattern Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Mattern Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.