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

Ritholtz 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	$820K	Sell	27,877 -9,382	-25%	-$268K	0.01%	680
2026 Q1	$955K	Buy	37,259 +2,992	+9%	+$80.3K	0.02%	560
2025 Q4	$922K	Buy	34,267 +20,928	+157%	+$559K	0.02%	550
2025 Q3	$351K	Sell	13,339 -566	-4%	-$14.4K	0.01%	790
2025 Q2	$340K	Buy	13,905 +1,897	+16%	+$42.9K	0.01%	760
2025 Q1	$265K	Buy	12,008 +1,119	+10%	+$26K	0.01%	779
2024 Q4	$252K	Buy	10,889 +32	+0.3%	+$746	0.01%	751
2024 Q3	$246K	Buy	+10,857	New	+$237K	0.01%	758

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

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

Ritholtz Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 25% in Q2 2026, selling an estimated $268K and leaving 27,877 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #680.

Ritholtz Wealth Management first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. The position peaked at $955K in Q1 2026. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Ritholtz Wealth Management held 27,877 shares of Schwab US Large- Cap ETF worth $820K as of Q2 2026.
Ritholtz Wealth Management sold 9,382 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $268K.
Schwab US Large- Cap ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #680 holding.
Ritholtz Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
Ritholtz Wealth Management's Schwab US Large- Cap ETF position peaked at $955K in Q1 2026.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.