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

Medallion 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 		$9.58M Buy
325,905
+9,891
+3% +$282K 3.02% 2
2026
Q1 		$8.1M Buy
316,014
+41,353
+15% +$1.11M 2.65% 4
2025
Q4 		$7.39M Buy
274,661
+33,917
+14% +$906K 2.48% 3
2025
Q3 		$6.34M Buy
240,744
+29,100
+14% +$739K 2.25% 5
2025
Q2 		$5.18M Buy
211,644
+32,612
+18% +$737K 2% 5
2025
Q1 		$3.97M Buy
179,032
+44,244
+33% +$1.03M 1.8% 5
2024
Q4 		$3.12M Buy
+134,788
New +$3.14M 1.55% 11

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

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

Medallion Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 3.1% in Q2 2026, buying an estimated $282K and bringing the position to 325,905 shares worth $9.58M. The position accounts for 3.02% of the portfolio, ranked #2.

Medallion Wealth Advisors first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Medallion Wealth Advisors held 325,905 shares of Schwab US Large- Cap ETF worth $9.58M as of Q2 2026.
  • Medallion Wealth Advisors bought 9,891 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $282K.
  • Schwab US Large- Cap ETF made up 3.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Medallion Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.