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N.E.W. Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

N.E.W. Advisory Services’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 		$343K Buy
11,664
+1
+0% +$29 0.02% 176
2026
Q1 		$299K Buy
11,663
+1
+0% +$27 0.02% 180
2025
Q4 		$314K Buy
11,662
+1
+0% +$27 0.02% 168
2025
Q3 		$307K Hold
11,661
– – 0.03% 156
2025
Q2 		$285K Sell
11,661
-4,004
-26% -$90.5K 0.03% 152
2025
Q1 		$346K Buy
15,665
+12
+0.1% +$279 0.03% 157
2024
Q4 		$363K Buy
15,653
+11
+0.1% +$256 0.03% 139
2024
Q3 		$354K Buy
15,642
+27
+0.2% +$588 0.03% 134
2024
Q2 		$334K Buy
+15,615
New +$323K 0.04% 132

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

N.E.W. Advisory Services's SCHX Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q2 2026, buying an estimated $29 and bringing the position to 11,664 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #176.

N.E.W. Advisory Services first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. The position peaked at $363K in Q4 2024. 1,280 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • N.E.W. Advisory Services held 11,664 shares of Schwab US Large- Cap ETF worth $343K as of Q2 2026.
  • N.E.W. Advisory Services bought 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
  • Schwab US Large- Cap ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #176 holding.
  • N.E.W. Advisory Services first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • N.E.W. Advisory Services's Schwab US Large- Cap ETF position peaked at $363K in Q4 2024.
  • 1,280 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.