Q1WB
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Quest 10 Wealth Builders’s Schwab US Large- Cap ETF SCHX Stock Holding History

Quest 10 Wealth Builders’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 		– Sell
-773
Closed -$19.8K – 815
2026
Q1 		$19.8K Sell
773
-26
-3% -$697 0.02% 359
2025
Q4 		$21.5K Buy
+799
New +$21.3K 0.02% 314
2025
Q2 		– Sell
-1,630
Closed -$36K – 808
2025
Q1 		$36K Buy
1,630
+1,461
+864% +$34K 0.04% 205
2024
Q4 		$3.92K Buy
+169
New +$3.94K ﹤0.01% 531

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

Quest 10 Wealth Builders's SCHX Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 773 shares — an estimated $19.8K sold.

Quest 10 Wealth Builders first reported a position in SCHX in Q4 2024 and held it in 4 quarters. The position peaked at $36K in Q1 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Quest 10 Wealth Builders reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 773 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $19.8K.
  • Quest 10 Wealth Builders first reported a position in Schwab US Large- Cap ETF in Q4 2024 and held it in 4 quarters.
  • Quest 10 Wealth Builders's Schwab US Large- Cap ETF position peaked at $36K in Q1 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.