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

Revisor 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 		$1.83M Buy
62,118
+7,426
+14% +$212K 0.44% 52
2026
Q1 		$1.4M Buy
54,692
+377
+0.7% +$10.1K 0.39% 56
2025
Q4 		$1.47M Sell
54,315
-9,265
-15% -$247K 0.39% 56
2025
Q3 		$1.69M Buy
63,580
+30,467
+92% +$774K 0.58% 33
2025
Q2 		$821K Buy
33,113
+5,375
+19% +$122K 0.3% 76
2025
Q1 		$612K Buy
+27,738
New +$646K 0.27% 73
2024
Q4 		– Sell
-16,863
Closed -$381K – 167
2024
Q3 		$381K Buy
16,863
+1,314
+8% +$28.6K 0.24% 102
2024
Q2 		$333K Sell
15,549
-2,709
-15% -$56K 0.23% 100
2024
Q1 		$366K Buy
+18,258
New +$359K 0.17% 145

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

Revisor Wealth Management's SCHX Position: Q2 2026 in Review

Revisor Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 14% in Q2 2026, buying an estimated $212K and bringing the position to 62,118 shares worth $1.83M. The position accounts for 0.44% of the portfolio, ranked #52.

Revisor Wealth Management first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Revisor Wealth Management held 62,118 shares of Schwab US Large- Cap ETF worth $1.83M as of Q2 2026.
  • Revisor Wealth Management bought 7,426 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $212K.
  • Schwab US Large- Cap ETF made up 0.44% of Revisor Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Revisor Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.