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

McGlone Suttner 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 		$61.8M Buy
2,101,313
+3,718
+0.2% +$106K 7.25% 4
2026
Q1 		$53.8M Sell
2,097,595
-22,329
-1% -$599K 7.12% 4
2025
Q4 		$57M Buy
2,119,924
+31,231
+1% +$834K 7.67% 4
2025
Q3 		$55M Buy
2,088,693
+18,664
+0.9% +$474K 7.7% 3
2025
Q2 		$50.6M Buy
2,070,029
+52,012
+3% +$1.18M 7.64% 3
2025
Q1 		$44.6M Buy
2,018,017
+14,209
+0.7% +$331K 7.31% 3
2024
Q4 		$46.4M Buy
2,003,808
+491,136
+32% +$11.4M 7.75% 3
2024
Q3 		$34.2M Sell
1,512,672
-428,688
-22% -$9.34M 7.11% 3
2024
Q2 		$36.5M Buy
1,941,360
+7,599
+0.4% +$157K 7.5% 3
2024
Q1 		$40M Sell
1,933,761
-7,599
-0.4% -$150K 7.5% 3
2023
Q4 		$36.5M Buy
1,941,360
+12,726
+0.7% +$223K 7.21% 3
2023
Q3 		$32.5M Buy
1,928,634
+78,393
+4% +$1.38M 7.54% 3
2023
Q2 		$32.3M Buy
1,850,241
+133,305
+8% +$2.2M 7.37% 3
2023
Q1 		$27.7M Buy
1,716,936
+307,140
+22% +$4.83M 7.12% 3
2022
Q4 		$21.2M Buy
+1,409,796
New +$21.3M 6.73% 3

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

McGlone Suttner Wealth Management's SCHX Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.18% in Q2 2026, buying an estimated $106K and bringing the position to 2,101,313 shares worth $61.8M. The position accounts for 7.25% of the portfolio, ranked #4.

McGlone Suttner Wealth Management first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • McGlone Suttner Wealth Management held 2,101,313 shares of Schwab US Large- Cap ETF worth $61.8M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 3,718 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $106K.
  • Schwab US Large- Cap ETF made up 7.25% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #4 holding.
  • McGlone Suttner Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.