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

Regimen Wealth’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 		$511K Buy
17,373
+59
+0.3% +$1.69K 0.14% 54
2026
Q1 		$444K Buy
17,314
+534
+3% +$14.3K 0.13% 54
2025
Q4 		$452K Buy
16,780
+50
+0.3% +$1.33K 0.13% 54
2025
Q3 		$441K Buy
16,730
+45
+0.3% +$1.14K 0.13% 55
2025
Q2 		$408K Buy
16,685
+51
+0.3% +$1.15K 0.13% 55
2025
Q1 		$367K Buy
16,634
+492
+3% +$11.5K 0.12% 48
2024
Q4 		$374K Sell
16,142
-874
-5% -$20.4K 0.12% 46
2024
Q3 		$385K Buy
17,016
+105
+0.6% +$2.29K 0.12% 46
2024
Q2 		$362K Buy
16,911
+18
+0.1% +$372 0.12% 48
2024
Q1 		$349K Sell
16,893
-1,395
-8% -$27.5K 0.12% 46
2023
Q4 		$344K Buy
18,288
+75
+0.4% +$1.32K 0.13% 45
2023
Q3 		$307K Buy
18,213
+69
+0.4% +$1.21K 0.13% 46
2023
Q2 		$317K Buy
18,144
+66
+0.4% +$1.09K 0.13% 44
2023
Q1 		$291K Buy
18,078
+351
+2% +$5.52K 0.13% 46
2022
Q4 		$267K Buy
+17,727
New +$268K 0.18% 43

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

Regimen Wealth's SCHX Position: Q2 2026 in Review

Regimen Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.34% in Q2 2026, buying an estimated $1.69K and bringing the position to 17,373 shares worth $511K. The position accounts for 0.14% of the portfolio, ranked #54.

Regimen Wealth first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Regimen Wealth held 17,373 shares of Schwab US Large- Cap ETF worth $511K as of Q2 2026.
  • Regimen Wealth bought 59 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.69K.
  • Schwab US Large- Cap ETF made up 0.14% of Regimen Wealth's portfolio in Q2 2026, its #54 holding.
  • Regimen Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.