Relyea Zuckerberg Hanson’s Schwab US Large- Cap ETF SCHX Stock Holding History

Relyea Zuckerberg Hanson’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	$2.61M	Hold	88,562	–	–	0.22%	68
2026 Q1	$2.27M	Hold	88,562	–	–	0.23%	67
2025 Q4	$2.38M	Hold	88,562	–	–	0.24%	68
2025 Q3	$2.33M	Hold	88,562	–	–	0.25%	62
2025 Q2	$2.16M	Buy	88,562 +234	+0.3%	+$5.29K	0.25%	61
2025 Q1	$1.95M	Buy	88,328 +238	+0.3%	+$5.54K	0.26%	59
2024 Q4	$2.04M	Buy	88,090 +259	+0.3%	+$6.04K	0.27%	60
2024 Q3	$1.99M	Buy	87,831 +489	+0.6%	+$10.7K	0.3%	51
2024 Q2	$1.87M	Hold	87,342	–	–	0.31%	47
2024 Q1	$1.81M	Buy	87,342 +246	+0.3%	+$4.84K	0.32%	45
2023 Q4	$1.64M	Buy	87,096 +318	+0.4%	+$5.58K	0.32%	46
2023 Q3	$1.46M	Buy	86,778 +288	+0.3%	+$5.05K	0.33%	46
2023 Q2	$1.51M	Buy	86,490 +285	+0.3%	+$4.71K	0.34%	45
2023 Q1	$1.39M	Buy	86,205 +297	+0.3%	+$4.67K	0.34%	50
2022 Q4	$1.29M	Buy	+85,908	New	+$1.3M	0.37%	41

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

Relyea Zuckerberg Hanson's SCHX Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 88,562 shares worth $2.61M. The position accounts for 0.22% of the portfolio, ranked #68.

Relyea Zuckerberg Hanson first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Relyea Zuckerberg Hanson held 88,562 shares of Schwab US Large- Cap ETF worth $2.61M as of Q2 2026.
Relyea Zuckerberg Hanson left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.22% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #68 holding.
Relyea Zuckerberg Hanson first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.