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Networth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Networth Advisors’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 		$486K Buy
16,500
+15,840
+2,400% +$452K 0.28% 46
2026
Q1 		$16.9K Sell
660
-56
-8% -$1.5K 0.01% 154
2025
Q4 		$19.3K Buy
+716
New +$19.1K 0.01% 117

Other funds holding SCHX

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
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Networth Advisors's SCHX Position: Q2 2026 in Review

Networth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 2,400% in Q2 2026, buying an estimated $452K and bringing the position to 16,500 shares worth $486K. The position accounts for 0.28% of the portfolio, ranked #46.

Networth Advisors first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,048 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Networth Advisors held 16,500 shares of Schwab US Large- Cap ETF worth $486K as of Q2 2026.
  • Networth Advisors bought 15,840 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $452K.
  • Schwab US Large- Cap ETF made up 0.28% of Networth Advisors's portfolio in Q2 2026, its #46 holding.
  • Networth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.