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Mowery & Schoenfeld Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mowery & Schoenfeld 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 		$39.4K Buy
+1,338
New +$38.2K 0.05% 155

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SCHX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 1,338 shares worth $39.4K. The stake represents 0.05% of the portfolio and ranks #155 among its holdings.

1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,338 shares of Schwab US Large- Cap ETF worth $39.4K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #155 holding.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.