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

National Wealth Management Group’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	$1.03M	Sell	34,928 -548	-2%	-$15.6K	0.32%	76
2026 Q1	$910K	Sell	35,476 -28	-0.1%	-$751	0.34%	71
2025 Q4	$955K	Sell	35,504 -569	-2%	-$15.2K	0.33%	72
2025 Q3	$950K	Buy	36,073 +5,876	+19%	+$149K	0.36%	61
2025 Q2	$738K	Buy	30,197 +8,151	+37%	+$184K	0.41%	52
2025 Q1	$487K	Buy	22,046 +4,150	+23%	+$96.6K	0.32%	76
2024 Q4	$415K	Buy	17,896 +4,681	+35%	+$109K	0.28%	86
2024 Q3	$299K	Buy	+13,215	New	+$288K	0.2%	114

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

National Wealth Management Group's SCHX Position: Q2 2026 in Review

National Wealth Management Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q2 2026, selling an estimated $15.6K and leaving 34,928 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #76.

National Wealth Management Group first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

National Wealth Management Group held 34,928 shares of Schwab US Large- Cap ETF worth $1.03M as of Q2 2026.
National Wealth Management Group sold 548 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $15.6K.
Schwab US Large- Cap ETF made up 0.32% of National Wealth Management Group's portfolio in Q2 2026, its #76 holding.
National Wealth Management Group first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.