Robinson Smith Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Robinson Smith Wealth Advisors’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	$1.17M	Hold	39,698	–	–	0.7%	29
2026 Q1	$1.02M	Hold	39,698	–	–	0.69%	30
2025 Q4	$1.07M	Hold	39,698	–	–	0.73%	30
2025 Q3	$1.05M	Sell	39,698 -1,094	-3%	-$27.8K	0.75%	28
2025 Q2	$997K	Buy	40,792 +1,752	+4%	+$39.6K	0.8%	27
2025 Q1	$862K	Hold	39,040	–	–	0.72%	31
2024 Q4	$905K	Sell	39,040 -2	-0%	-$47	0.77%	29
2024 Q3	$883K	Hold	39,042	–	–	0.75%	32
2024 Q2	$836K	Hold	39,042	–	–	0.74%	36
2024 Q1	$808K	Sell	39,042 -6,240	-14%	-$123K	0.78%	33
2023 Q4	$851K	Buy	+45,282	New	+$795K	0.84%	29

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

Robinson Smith Wealth Advisors's SCHX Position: Q2 2026 in Review

Robinson Smith Wealth Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 39,698 shares worth $1.17M. The position accounts for 0.7% of the portfolio, ranked #29.

Robinson Smith Wealth Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Robinson Smith Wealth Advisors held 39,698 shares of Schwab US Large- Cap ETF worth $1.17M as of Q2 2026.
Robinson Smith Wealth Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.7% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Robinson Smith Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.