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MKD Wealth Coaches’s Schwab US Large- Cap ETF SCHX Stock Holding History

MKD Wealth Coaches’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 		$344K Sell
11,693
-405
-3% -$11.6K 0.29% 21
2026
Q1 		$310K Buy
12,098
+148
+1% +$3.97K 0.31% 20
2025
Q4 		$322K Buy
11,950
+274
+2% +$7.32K 0.32% 19
2025
Q3 		$308K Buy
11,676
+221
+2% +$5.61K 0.31% 20
2025
Q2 		$280K Buy
11,455
+246
+2% +$5.56K 0.3% 19
2025
Q1 		$248K Sell
11,209
-1,069
-9% -$24.9K 0.28% 21
2024
Q4 		$285K Buy
+12,278
New +$286K 0.29% 22
2021
Q4 		$221K Buy
11,664
+114
+1% +$2.11K 0.3% 23
2021
Q3 		$200K Buy
+11,550
New +$206K 0.31% 19
2019
Q3 		– Sell
-4,728
Closed -$55K – 169
2019
Q2 		$55K Buy
4,728
+54
+1% +$620 0.05% 83
2019
Q1 		$53K Buy
4,674
+78
+2% +$845 0.05% 81
2018
Q4 		$46K Buy
+4,596
New +$49.3K 0.05% 86

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

MKD Wealth Coaches's SCHX Position: Q2 2026 in Review

MKD Wealth Coaches reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.3% in Q2 2026, selling an estimated $11.6K and leaving 11,693 shares worth $344K. The position accounts for 0.29% of the portfolio, ranked #21.

MKD Wealth Coaches first reported a position in SCHX in Q4 2018 and has held it in 12 quarters since. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • MKD Wealth Coaches held 11,693 shares of Schwab US Large- Cap ETF worth $344K as of Q2 2026.
  • MKD Wealth Coaches sold 405 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $11.6K.
  • Schwab US Large- Cap ETF made up 0.29% of MKD Wealth Coaches's portfolio in Q2 2026, its #21 holding.
  • MKD Wealth Coaches first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 12 quarters since.
  • 468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.