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Rinkey Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Rinkey Investments’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 		$503K Buy
17,090
+4,484
+36% +$128K 0.12% 84
2026
Q1 		$323K Buy
12,606
+99
+0.8% +$2.66K 0.08% 93
2025
Q4 		$337K Hold
12,507
– – 0.09% 97
2025
Q3 		$329K Sell
12,507
-1
-0% -$25 0.09% 98
2025
Q2 		$306K Sell
12,508
-435
-3% -$9.84K 0.09% 80
2025
Q1 		$286K Sell
12,943
-27
-0.2% -$629 0.09% 72
2024
Q4 		$301K Sell
12,970
-368
-3% -$8.58K 0.1% 69
2024
Q3 		$302K Buy
13,338
+2,136
+19% +$46.5K 0.1% 65
2024
Q2 		$240K Buy
+11,202
New +$231K 0.09% 62
2022
Q1 		– Sell
-2,046
Closed -$38K – 205
2021
Q4 		$38K Buy
+2,046
New +$37.8K 0.03% 82

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

Rinkey Investments's SCHX Position: Q2 2026 in Review

Rinkey Investments increased its Schwab US Large- Cap ETF (SCHX) stake by 36% in Q2 2026, buying an estimated $128K and bringing the position to 17,090 shares worth $503K. The position accounts for 0.12% of the portfolio, ranked #84.

Rinkey Investments first reported a position in SCHX in Q4 2021 and has held it in 10 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Rinkey Investments held 17,090 shares of Schwab US Large- Cap ETF worth $503K as of Q2 2026.
  • Rinkey Investments bought 4,484 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $128K.
  • Schwab US Large- Cap ETF made up 0.12% of Rinkey Investments's portfolio in Q2 2026, its #84 holding.
  • Rinkey Investments first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 10 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.