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

Portus Wealth Advisors’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 		$353K Sell
12,006
-3,349
-22% -$95.6K 0.29% 42
2026
Q1 		$394K Sell
15,355
-267
-2% -$7.16K 0.37% 37
2025
Q4 		$420K Buy
15,622
+199
+1% +$5.31K 0.4% 39
2025
Q3 		$406K Buy
+15,423
New +$392K 0.41% 38

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

Portus Wealth Advisors's SCHX Position: Q2 2026 in Review

Portus Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 22% in Q2 2026, selling an estimated $95.6K and leaving 12,006 shares worth $353K. The position accounts for 0.29% of the portfolio, ranked #42.

Portus Wealth Advisors first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. The position peaked at $420K in Q4 2025. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Portus Wealth Advisors held 12,006 shares of Schwab US Large- Cap ETF worth $353K as of Q2 2026.
  • Portus Wealth Advisors sold 3,349 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $95.6K.
  • Schwab US Large- Cap ETF made up 0.29% of Portus Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Portus Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Portus Wealth Advisors's Schwab US Large- Cap ETF position peaked at $420K in Q4 2025.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.