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New England Private Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

New England Private Wealth 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 		$775K Buy
26,616
+55
+0.2% +$1.57K 0.07% 122
2026
Q1 		$681K Buy
26,561
+61
+0.2% +$1.64K 0.08% 117
2025
Q4 		$713K Buy
26,500
+63
+0.2% +$1.68K 0.09% 109
2025
Q3 		$696K Buy
26,437
+58
+0.2% +$1.47K 0.09% 108
2025
Q2 		$663K Buy
26,379
+62
+0.2% +$1.4K 0.1% 99
2025
Q1 		$581K Buy
26,317
+894
+4% +$20.8K 0.09% 97
2024
Q4 		$589K Buy
25,423
+1,165
+5% +$27.2K 0.09% 96
2024
Q3 		$549K Buy
24,258
+1,218
+5% +$26.5K 0.09% 91
2024
Q2 		$493K Hold
23,040
– – 0.09% 93
2024
Q1 		$477K Buy
23,040
+60
+0.3% +$1.18K 0.08% 96
2023
Q4 		$432K Buy
22,980
+906
+4% +$15.9K 0.08% 92
2023
Q3 		$372K Buy
22,074
+78
+0.4% +$1.37K 0.08% 89
2023
Q2 		$384K Buy
21,996
+66
+0.3% +$1.09K 0.08% 84
2023
Q1 		$354K Buy
21,930
+1,950
+10% +$30.7K 0.07% 86
2022
Q4 		$301K Buy
+19,980
New +$302K 0.06% 88

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

New England Private Wealth Advisors's SCHX Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.21% in Q2 2026, buying an estimated $1.57K and bringing the position to 26,616 shares worth $775K. The position accounts for 0.07% of the portfolio, ranked #122.

New England Private Wealth Advisors first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • New England Private Wealth Advisors held 26,616 shares of Schwab US Large- Cap ETF worth $775K as of Q2 2026.
  • New England Private Wealth Advisors bought 55 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.57K.
  • Schwab US Large- Cap ETF made up 0.07% of New England Private Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • New England Private Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.