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

MinichMacGregor 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 		$16.9M Buy
574,588
+4,633
+0.8% +$132K 2.57% 9
2026
Q1 		$14.6M Buy
569,955
+18,744
+3% +$503K 2.58% 9
2025
Q4 		$14.8M Buy
551,211
+14,957
+3% +$399K 2.69% 10
2025
Q3 		$14.1M Sell
536,254
-4,932
-0.9% -$125K 2.76% 9
2025
Q2 		$13.2M Sell
541,186
-149
-0% -$3.37K 2.83% 9
2025
Q1 		$12M Buy
541,335
+266,142
+97% +$6.2M 2.68% 12
2024
Q4 		$6.38M Sell
275,193
-19,026
-6% -$443K 1.32% 35
2024
Q3 		$6.65M Sell
294,219
-2,256
-0.8% -$49.2K 1.43% 34
2024
Q2 		$6.35M Sell
296,475
-1,725
-0.6% -$35.6K 1.55% 32
2024
Q1 		$6.16M Sell
298,200
-4,899
-2% -$96.4K 1.57% 32
2023
Q4 		$5.7M Sell
303,099
-8,265
-3% -$145K 1.65% 23
2023
Q3 		$5.25M Sell
311,364
-5,709
-2% -$100K 1.74% 18
2023
Q2 		$5.54M Buy
317,073
+98,118
+45% +$1.62M 1.73% 19
2023
Q1 		$3.53M Sell
218,955
-2,643
-1% -$41.6K 1.17% 28
2022
Q4 		$3.34M Sell
221,598
-204,915
-48% -$3.1M 1.2% 20
2022
Q3 		$6.02M Sell
426,513
-1,791
-0.4% -$28.1K 2.4% 14
2022
Q2 		$6.38M Buy
428,304
+33,042
+8% +$535K 2.63% 14
2022
Q1 		$7.09M Buy
395,262
+480
+0.1% +$8.5K 2.27% 17
2021
Q4 		$7.49M Sell
394,782
-5,274
-1% -$97.4K 2.28% 18
2021
Q3 		$6.94M Buy
400,056
+8,280
+2% +$148K 2.33% 18
2021
Q2 		$6.79M Sell
391,776
-1,236
-0.3% -$20.9K 2.38% 18
2021
Q1 		$6.29M Buy
393,012
+19,410
+5% +$304K 2.35% 18
2020
Q4 		$5.66M Sell
373,602
-486
-0.1% -$6.96K 2.31% 19
2020
Q3 		$5.03M Buy
+374,088
New +$4.97M 2.37% 17
2020
Q1 		– Sell
-582,444
Closed -$7.46M – 113
2019
Q4 		$7.46M Buy
582,444
+31,566
+6% +$387K 4.15% 7
2019
Q3 		$6.51M Sell
550,878
-18,618
-3% -$219K 4.41% 6
2019
Q2 		$6.71M Buy
569,496
+19,980
+4% +$230K 4.69% 9
2019
Q1 		$6.26M Buy
+549,516
New +$5.95M 4.71% 9
2018
Q4 		– Sell
-552,450
Closed -$6.42M – 442
2018
Q3 		$6.42M Sell
552,450
-19,056
-3% -$217K 4.24% 7
2018
Q2 		$6.21M Buy
571,506
+11,412
+2% +$123K 4.42% 4
2018
Q1 		$5.89M Sell
560,094
-62,634
-10% -$681K 4.59% 4
2017
Q4 		$6.62M Buy
622,728
+6,222
+1% +$64.5K 5.17% 4
2017
Q3 		$6.17M Buy
616,506
+10,356
+2% +$102K 5.12% 4
2017
Q2 		$5.84M Buy
606,150
+12,978
+2% +$124K 5.06% 5
2017
Q1 		$5.56M Buy
593,172
+11,676
+2% +$108K 5.01% 5
2016
Q4 		$5.16M Buy
581,496
+6,576
+1% +$57.1K 4.83% 5
2016
Q3 		$4.95M Sell
574,920
-3,498
-0.6% -$30K 4.64% 5
2016
Q2 		$4.8M Sell
578,418
-3,330
-0.6% -$27.4K 4.53% 5
2016
Q1 		$4.74M Buy
581,748
+21,780
+4% +$168K 4.57% 5
2015
Q4 		$4.72M Buy
+559,968
New +$4.57M 4.4% 5

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

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

MinichMacGregor Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.81% in Q2 2026, buying an estimated $132K and bringing the position to 574,588 shares worth $16.9M. The position accounts for 2.57% of the portfolio, ranked #9.

MinichMacGregor Wealth Management first reported a position in SCHX in Q4 2015 and has held it in 40 quarters since. 781 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • MinichMacGregor Wealth Management held 574,588 shares of Schwab US Large- Cap ETF worth $16.9M as of Q2 2026.
  • MinichMacGregor Wealth Management bought 4,633 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $132K.
  • Schwab US Large- Cap ETF made up 2.57% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #9 holding.
  • MinichMacGregor Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 40 quarters since.
  • 781 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.