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RHL Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

RHL Group’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 		$8.67K Buy
299
+142
+90% +$4.05K 0.01% 191
2026
Q1 		$4.04K Sell
157
-71,856
-100% -$1.93M ﹤0.01% 195
2025
Q4 		$1.94M Buy
+72,013
New +$1.92M 1.56% 9

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

RHL Group's SCHX Position: Q2 2026 in Review

RHL Group increased its Schwab US Large- Cap ETF (SCHX) stake by 90% in Q2 2026, buying an estimated $4.05K and bringing the position to 299 shares worth $8.67K. The position accounts for 0.01% of the portfolio, ranked #191.

RHL Group first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.94M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • RHL Group held 299 shares of Schwab US Large- Cap ETF worth $8.67K as of Q2 2026.
  • RHL Group bought 142 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.05K.
  • Schwab US Large- Cap ETF made up 0.01% of RHL Group's portfolio in Q2 2026, its #191 holding.
  • RHL Group first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • RHL Group's Schwab US Large- Cap ETF position peaked at $1.94M in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on RHL Group's 13F filing for Q2 2026, filed 4 Aug 2026.