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

Rockwood 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	$769K	Buy	26,119 +614	+2%	+$17.5K	0.05%	58
2026 Q1	$654K	Buy	25,505 +4,663	+22%	+$125K	0.05%	58
2025 Q4	$561K	Buy	20,842 +50	+0.2%	+$1.33K	0.04%	62
2025 Q3	$548K	Hold	20,792	–	–	0.04%	64
2025 Q2	$508K	Hold	20,792	–	–	0.04%	62
2025 Q1	$459K	Buy	20,792 +7,098	+52%	+$165K	0.05%	58
2024 Q4	$319K	Buy	+13,694	New	+$319K	0.03%	68

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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 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

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

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

Rockwood Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.4% in Q2 2026, buying an estimated $17.5K and bringing the position to 26,119 shares worth $769K. The position accounts for 0.05% of the portfolio, ranked #58.

Rockwood Wealth Management first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Rockwood Wealth Management held 26,119 shares of Schwab US Large- Cap ETF worth $769K as of Q2 2026.
Rockwood Wealth Management bought 614 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $17.5K.
Schwab US Large- Cap ETF made up 0.05% of Rockwood Wealth Management's portfolio in Q2 2026, its #58 holding.
Rockwood Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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