Markowski Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Markowski Investments’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	$45.7K	Buy	+1,553	New	+$44.3K	0.01%	224

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

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

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

Markowski Investments's SCHX Position: Q2 2026 in Review

Markowski Investments opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 1,553 shares worth $45.7K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings.

1,423 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Markowski Investments held 1,553 shares of Schwab US Large- Cap ETF worth $45.7K as of Q2 2026.
Schwab US Large- Cap ETF was a new Markowski Investments position in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Markowski Investments's portfolio in Q2 2026, its #224 holding.
1,423 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.