NW
SCHX icon

NewEdge Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

NewEdge Wealth’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 		$3.3M Sell
112,168
-38,676
-26% -$1.1M 0.03% 335
2026
Q1 		$3.87M Sell
150,844
-555
-0.4% -$14.9K 0.05% 275
2025
Q4 		$4.07M Hold
151,399
– – 0.05% 280
2025
Q3 		$4.05M Sell
151,399
-817
-0.5% -$20.7K 0.06% 245
2025
Q2 		$3.81M Buy
152,216
+111,994
+278% +$2.53M 0.06% 249
2025
Q1 		$888K Buy
+40,222
New +$936K 0.02% 503

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

NewEdge Wealth's SCHX Position: Q2 2026 in Review

NewEdge Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 26% in Q2 2026, selling an estimated $1.1M and leaving 112,168 shares worth $3.3M. The position accounts for 0.03% of the portfolio, ranked #335.

NewEdge Wealth first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.07M in Q4 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • NewEdge Wealth held 112,168 shares of Schwab US Large- Cap ETF worth $3.3M as of Q2 2026.
  • NewEdge Wealth sold 38,676 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.1M.
  • Schwab US Large- Cap ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #335 holding.
  • NewEdge Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • NewEdge Wealth's Schwab US Large- Cap ETF position peaked at $4.07M in Q4 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.