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

Red Door 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 		$56.5M Sell
1,920,120
-11,635
-0.6% -$332K 5.16% 1
2026
Q1 		$49.5M Sell
1,931,755
-53,777
-3% -$1.44M 5.15% 1
2025
Q4 		$53.4M Buy
1,985,532
+69,317
+4% +$1.85M 5.56% 1
2025
Q3 		$50.5M Buy
1,916,215
+12,355
+0.6% +$314K 5.36% 1
2025
Q2 		$46.5M Buy
1,903,860
+621,790
+48% +$14.1M 5.55% 1
2025
Q1 		$28.3M Buy
1,282,070
+17,294
+1% +$403K 4.18% 3
2024
Q4 		$29.3M Buy
1,264,776
+35,262
+3% +$822K 4.49% 4
2024
Q3 		$27.8M Buy
1,229,514
+2,718
+0.2% +$59.2K 4.63% 3
2024
Q2 		$26.3M Buy
1,226,796
+8,370
+0.7% +$173K 4.63% 3
2024
Q1 		$25.2M Buy
1,218,426
+64,671
+6% +$1.27M 4.86% 2
2023
Q4 		$21.7M Sell
1,153,755
-16,056
-1% -$282K 4.71% 2
2023
Q3 		$19.7M Buy
1,169,811
+40,959
+4% +$719K 4.93% 2
2023
Q2 		$19.7M Sell
1,128,852
-20,877
-2% -$345K 4.37% 3
2023
Q1 		$18.5M Sell
1,149,729
-68,502
-6% -$1.08M 5.81% 1
2022
Q4 		$18.3M Buy
1,218,231
+161,313
+15% +$2.44M 6.02% 1
2022
Q3 		$14.9M Buy
1,056,918
+22,863
+2% +$359K 5.65% 1
2022
Q2 		$15.4M Buy
1,034,055
+28,698
+3% +$465K 5.7% 1
2022
Q1 		$18M Buy
1,005,357
+23,001
+2% +$407K 6.05% 1
2021
Q4 		$18.6M Buy
982,356
+33,924
+4% +$627K 6.11% 1
2021
Q3 		$16.4M Buy
948,432
+20,532
+2% +$366K 6.29% 1
2021
Q2 		$16.1M Buy
927,900
+16,662
+2% +$281K 6.25% 1
2021
Q1 		$14.6M Buy
911,238
+54,894
+6% +$860K 7.46% 1
2020
Q4 		$13M Sell
856,344
-3,402
-0.4% -$48.7K 7.65% 1
2020
Q3 		$11.6M Sell
859,746
-19,626
-2% -$261K 8.53% 1
2020
Q2 		$10.9M Sell
879,372
-42,750
-5% -$498K 7.95% 1
2020
Q1 		$9.41M Buy
922,122
+64,596
+8% +$785K 8.93% 1
2019
Q4 		$11.2M Buy
+857,526
New +$10.5M 9.95% 1

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
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
FC
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Red Door Wealth Management's SCHX Position: Q2 2026 in Review

Red Door Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.6% in Q2 2026, selling an estimated $332K and leaving 1,920,120 shares worth $56.5M. The position accounts for 5.16% of the portfolio, ranked #1.

Red Door Wealth Management first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 767 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Red Door Wealth Management held 1,920,120 shares of Schwab US Large- Cap ETF worth $56.5M as of Q2 2026.
  • Red Door Wealth Management sold 11,635 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $332K.
  • Schwab US Large- Cap ETF made up 5.16% of Red Door Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Red Door Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 767 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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