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Roger Wittlin Investment Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Roger Wittlin Investment Advisory’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 		$363K Buy
+12,327
New +$352K 0.29% 36

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Roger Wittlin Investment Advisory's SCHX Position: Q2 2026 in Review

Roger Wittlin Investment Advisory opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 12,327 shares worth $363K. The stake represents 0.29% of the portfolio and ranks #36 among its holdings.

584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Roger Wittlin Investment Advisory held 12,327 shares of Schwab US Large- Cap ETF worth $363K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Roger Wittlin Investment Advisory position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.29% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #36 holding.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.