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

Mosley 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	$43.9K	Buy	+1,493	New	+$42.6K	0.01%	267

Other funds holding SCHX

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 1,493 shares worth $43.9K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings.

1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Mosley Wealth Management held 1,493 shares of Schwab US Large- Cap ETF worth $43.9K as of Q2 2026.
Schwab US Large- Cap ETF was a new Mosley Wealth Management position in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #267 holding.
1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.