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NWK Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

NWK 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 		$165K Sell
5,591
-650
-10% -$18.6K 0.05% 56
2026
Q1 		$160K Hold
6,241
– – 0.06% 50
2025
Q4 		$168K Hold
6,241
– – 0.06% 51
2025
Q3 		$164K Hold
6,241
– – 0.06% 51
2025
Q2 		$153K Hold
6,241
– – 0.05% 47
2025
Q1 		$138K Sell
6,241
-815
-12% -$19K 0.06% 48
2024
Q4 		$164K Hold
7,056
– – 0.06% 52
2024
Q3 		$160K Hold
7,056
– – 0.06% 52
2024
Q2 		$151K Sell
7,056
-3
-0% -$62 0.06% 45
2024
Q1 		$146K Sell
7,059
-240
-3% -$4.72K 0.07% 47
2023
Q4 		$137K Hold
7,299
– – 0.07% 48
2023
Q3 		$123K Sell
7,299
-1,821
-20% -$31.9K 0.08% 45
2023
Q2 		$159K Sell
9,120
-21
-0.2% -$347 0.09% 46
2023
Q1 		$147K Hold
9,141
– – 0.1% 52
2022
Q4 		$138K Buy
9,141
+15
+0.2% +$227 0.1% 48
2022
Q3 		$129K Buy
9,126
+27
+0.3% +$424 0.1% 43
2022
Q2 		$135K Buy
9,099
+3
+0% +$49 0.09% 51
2022
Q1 		$163K Hold
9,096
– – 0.09% 54
2021
Q4 		$173K Hold
9,096
– – 0.06% 58
2021
Q3 		$158K Hold
9,096
– – 0.06% 58
2021
Q2 		$158K Hold
9,096
– – 0.06% 62
2021
Q1 		$146K Hold
9,096
– – 0.06% 67
2020
Q4 		$138K Sell
9,096
-378
-4% -$5.41K 0.06% 63
2020
Q3 		$127K Sell
9,474
-384
-4% -$5.1K 0.06% 68
2020
Q2 		$122K Sell
9,858
-18
-0.2% -$210 0.07% 64
2020
Q1 		$101K Buy
9,876
+4,200
+74% +$51K 0.09% 61
2019
Q4 		$73K Buy
+5,676
New +$69.6K 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

NWK Group's SCHX Position: Q2 2026 in Review

NWK Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q2 2026, selling an estimated $18.6K and leaving 5,591 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #56.

NWK Group first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. The position peaked at $173K in Q4 2021. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • NWK Group held 5,591 shares of Schwab US Large- Cap ETF worth $165K as of Q2 2026.
  • NWK Group sold 650 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $18.6K.
  • Schwab US Large- Cap ETF made up 0.05% of NWK Group's portfolio in Q2 2026, its #56 holding.
  • NWK Group first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • NWK Group's Schwab US Large- Cap ETF position peaked at $173K in Q4 2021.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on NWK Group's 13F filing for Q2 2026, filed 10 Aug 2026.