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

Quadcap Wealth 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	$233K	Hold	7,924	–	–	0.02%	380
2026 Q1	$203K	Buy	7,924 +196	+3%	+$5.26K	0.02%	374
2025 Q4	$208K	Hold	7,728	–	–	0.02%	373
2025 Q3	$204K	Buy	+7,728	New	+$196K	0.02%	382
2024 Q3	–	Sell	-14,112	Closed	-$302K	–	400
2024 Q2	$302K	Hold	14,112	–	–	0.05%	306
2024 Q1	$292K	Hold	14,112	–	–	0.07%	269
2023 Q4	$265K	Buy	+14,112	New	+$248K	0.07%	279

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Quadcap Wealth Management's SCHX Position: Q2 2026 in Review

Quadcap Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 7,924 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #380.

Quadcap Wealth Management first reported a position in SCHX in Q4 2023 and has held it in 7 quarters since. The position peaked at $302K in Q2 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Quadcap Wealth Management held 7,924 shares of Schwab US Large- Cap ETF worth $233K as of Q2 2026.
Quadcap Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.02% of Quadcap Wealth Management's portfolio in Q2 2026, its #380 holding.
Quadcap Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 7 quarters since.
Quadcap Wealth Management's Schwab US Large- Cap ETF position peaked at $302K in Q2 2024.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.