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

Olistico 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	$144K	Hold	4,905	–	–	0.06%	114
2026 Q1	$126K	Hold	4,905	–	–	0.06%	116
2025 Q4	$132K	Buy	+4,905	New	+$131K	0.06%	110
2025 Q3	–	Sell	-4,905	Closed	-$120K	–	291
2025 Q2	$120K	Hold	4,905	–	–	0.07%	116
2025 Q1	$108K	Hold	4,905	–	–	0.07%	121
2024 Q4	$114K	Hold	4,905	–	–	0.07%	121
2024 Q3	$111K	Hold	4,905	–	–	0.07%	124
2024 Q2	$105K	Buy	+4,905	New	+$101K	0.07%	126

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Olistico Wealth's SCHX Position: Q2 2026 in Review

Olistico Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 4,905 shares worth $144K. The position accounts for 0.06% of the portfolio, ranked #114.

Olistico Wealth first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Olistico Wealth held 4,905 shares of Schwab US Large- Cap ETF worth $144K as of Q2 2026.
Olistico Wealth left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.06% of Olistico Wealth's portfolio in Q2 2026, its #114 holding.
Olistico Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.