One Wealth Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

One Wealth Capital Management’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	$2.36M	Buy	80,097 +39,992	+100%	+$1.14M	0.66%	34
2026 Q1	$1.12M	Sell	40,105 -243	-0.6%	-$6.52K	0.49%	36
2025 Q4	$1.09M	Buy	40,348 +252	+0.6%	+$6.73K	0.46%	39
2025 Q3	$1.06M	Sell	40,096 -1	-0%	-$25	0.47%	39
2025 Q2	$980K	Buy	40,097 +1	+0%	+$23	0.46%	40
2025 Q1	$885K	Hold	40,096	–	–	0.48%	40
2024 Q4	$929K	Buy	+40,096	New	+$935K	0.47%	38

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

One Wealth Capital Management's SCHX Position: Q2 2026 in Review

One Wealth Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 100% in Q2 2026, buying an estimated $1.14M and bringing the position to 80,097 shares worth $2.36M. The position accounts for 0.66% of the portfolio, ranked #34.

One Wealth Capital Management first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

One Wealth Capital Management held 80,097 shares of Schwab US Large- Cap ETF worth $2.36M as of Q2 2026.
One Wealth Capital Management bought 39,992 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.14M.
Schwab US Large- Cap ETF made up 0.66% of One Wealth Capital Management's portfolio in Q2 2026, its #34 holding.
One Wealth Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.