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Oak Harbor Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Oak Harbor Wealth Partners’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 		$8.45K Sell
287
-15,149
-98% -$433K ﹤0.01% 205
2026
Q1 		$396K Buy
15,436
+7,995
+107% +$214K 0.09% 153
2025
Q4 		$200K Buy
7,441
+7,075
+1,933% +$189K 0.05% 195
2025
Q3 		$9.64K Buy
366
+348
+1,933% +$8.84K ﹤0.01% 236
2025
Q2 		$440 Buy
+18
New +$407 ﹤0.01% 243
2023
Q3 		– Sell
-4,677
Closed -$81.6K – 230
2023
Q2 		$81.6K Buy
+4,677
New +$77.2K 0.03% 185

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

Oak Harbor Wealth Partners's SCHX Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 98% in Q2 2026, selling an estimated $433K and leaving 287 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Oak Harbor Wealth Partners first reported a position in SCHX in Q2 2023 and has held it in 6 quarters since. The position peaked at $396K in Q1 2026. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Oak Harbor Wealth Partners held 287 shares of Schwab US Large- Cap ETF worth $8.45K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 15,149 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $433K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Oak Harbor Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 6 quarters since.
  • Oak Harbor Wealth Partners's Schwab US Large- Cap ETF position peaked at $396K in Q1 2026.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.