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

Mindset 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 		$416K Buy
14,120
+153
+1% +$4.37K 0.08% 108
2026
Q1 		$358K Buy
13,967
+5
+0% +$134 0.1% 109
2025
Q4 		$376K Buy
13,962
+523
+4% +$14K 0.1% 109
2025
Q3 		$354K Buy
13,439
+2,754
+26% +$69.9K 0.1% 107
2025
Q2 		$261K Buy
10,685
+14
+0.1% +$317 0.09% 126
2025
Q1 		$236K Buy
+10,671
New +$248K 0.09% 125

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

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

Mindset Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q2 2026, buying an estimated $4.37K and bringing the position to 14,120 shares worth $416K. The position accounts for 0.08% of the portfolio, ranked #108.

Mindset Wealth Management first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Mindset Wealth Management held 14,120 shares of Schwab US Large- Cap ETF worth $416K as of Q2 2026.
  • Mindset Wealth Management bought 153 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.37K.
  • Schwab US Large- Cap ETF made up 0.08% of Mindset Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Mindset Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.