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

Robertson Stephens 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 		$1.15M Sell
39,067
-350
-0.9% -$9.99K 0.03% 292
2026
Q1 		$1.01M Sell
39,417
-686
-2% -$18.4K 0.03% 298
2025
Q4 		$1.08M Sell
40,103
-7,108
-15% -$190K 0.03% 287
2025
Q3 		$1.24M Buy
47,211
+3
+0% +$76 0.04% 228
2025
Q2 		$1.15M Buy
47,208
+4
+0% +$90 0.04% 251
2025
Q1 		$1.04M Buy
47,204
+1,459
+3% +$34K 0.04% 263
2024
Q4 		$1.06M Buy
+45,745
New +$1.07M 0.04% 254
2023
Q2 		– Sell
-15,687
Closed -$253K – 453
2023
Q1 		$253K Buy
+15,687
New +$247K 0.02% 390
2022
Q4 		– Sell
-16,824
Closed -$237K – 432
2022
Q3 		$237K Sell
16,824
-23,067
-58% -$362K 0.02% 317
2022
Q2 		$593K Buy
39,891
+23,874
+149% +$387K 0.06% 221
2022
Q1 		$287K Sell
16,017
-969
-6% -$17.2K 0.02% 320
2021
Q4 		$322K Buy
16,986
+4,266
+34% +$78.8K 0.03% 309
2021
Q3 		$220K Sell
12,720
-870
-6% -$15.5K 0.02% 293
2021
Q2 		$235K Sell
13,590
-672
-5% -$11.3K 0.03% 302
2021
Q1 		$228K Sell
14,262
-3,300
-19% -$51.7K 0.04% 268
2020
Q4 		$266K Sell
17,562
-1,482
-8% -$21.2K 0.06% 206
2020
Q3 		$255K Buy
+19,044
New +$253K 0.06% 191

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Robertson Stephens Wealth Management's SCHX Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.89% in Q2 2026, selling an estimated $9.99K and leaving 39,067 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #292.

Robertson Stephens Wealth Management first reported a position in SCHX in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.24M in Q3 2025. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Robertson Stephens Wealth Management held 39,067 shares of Schwab US Large- Cap ETF worth $1.15M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 350 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.99K.
  • Schwab US Large- Cap ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Robertson Stephens Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 17 quarters since.
  • Robertson Stephens Wealth Management's Schwab US Large- Cap ETF position peaked at $1.24M in Q3 2025.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.