MS
SCHX icon

Monetary Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Monetary Solutions’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 		$9M Buy
305,761
+24
+0% +$685 7.75% 3
2026
Q1 		$7.84M Buy
305,737
+190
+0.1% +$5.1K 7.58% 3
2025
Q4 		$8.22M Buy
+305,547
New +$8.16M 8.1% 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
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Monetary Solutions's SCHX Position: Q2 2026 in Review

Monetary Solutions increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q2 2026, buying an estimated $685 and bringing the position to 305,761 shares worth $9M. The position accounts for 7.75% of the portfolio, ranked #3.

Monetary Solutions first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,392 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Monetary Solutions held 305,761 shares of Schwab US Large- Cap ETF worth $9M as of Q2 2026.
  • Monetary Solutions bought 24 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $685.
  • Schwab US Large- Cap ETF made up 7.75% of Monetary Solutions's portfolio in Q2 2026, its #3 holding.
  • Monetary Solutions first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.