Morton Brown Family Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Morton Brown Family Wealth’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	$364K	Hold	12,369	–	–	0.08%	47
2026 Q1	$317K	Sell	12,369 -2,374	-16%	-$63.7K	0.08%	46
2025 Q4	$397K	Buy	14,743 +2,407	+20%	+$64.3K	0.11%	40
2025 Q3	$325K	Hold	12,336	–	–	0.09%	44
2025 Q2	$301K	Hold	12,336	–	–	0.09%	45
2025 Q1	$272K	Hold	12,336	–	–	0.09%	46
2024 Q4	$286K	Hold	12,336	–	–	0.1%	46
2024 Q3	$279K	Hold	12,336	–	–	0.1%	44
2024 Q2	$269K	Hold	12,336	–	–	0.11%	44
2024 Q1	$255K	Hold	12,336	–	–	0.11%	45
2023 Q4	$232K	Buy	+12,336	New	+$217K	0.1%	46
2022 Q3	–	Sell	-954	Closed	-$14K	–	317
2022 Q2	$14K	Buy	+954	New	+$15.5K	0.01%	101

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Morton Brown Family Wealth's SCHX Position: Q2 2026 in Review

Morton Brown Family Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 12,369 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #47.

Morton Brown Family Wealth first reported a position in SCHX in Q2 2022 and has held it in 12 quarters since. The position peaked at $397K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Morton Brown Family Wealth held 12,369 shares of Schwab US Large- Cap ETF worth $364K as of Q2 2026.
Morton Brown Family Wealth left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.08% of Morton Brown Family Wealth's portfolio in Q2 2026, its #47 holding.
Morton Brown Family Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 12 quarters since.
Morton Brown Family Wealth's Schwab US Large- Cap ETF position peaked at $397K in Q4 2025.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.