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Romano Brothers & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Romano Brothers & Co’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 		$449K Hold
15,240
– – 0.05% 248
2026
Q1 		$391K Hold
15,240
– – 0.04% 255
2025
Q4 		$410K Hold
15,240
– – 0.05% 246
2025
Q3 		$401K Hold
15,240
– – 0.05% 245
2025
Q2 		$372K Buy
15,240
+144
+1% +$3.26K 0.05% 248
2025
Q1 		$333K Buy
15,096
+96
+0.6% +$2.23K 0.04% 254
2024
Q4 		$348K Hold
15,000
– – 0.04% 245
2024
Q3 		$339K Buy
+15,000
New +$327K 0.04% 251
2023
Q1 		– Sell
-108
Closed -$1.63K – 846
2022
Q4 		$1.63K Buy
+108
New +$1.64K ﹤0.01% 955

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Romano Brothers & Co's SCHX Position: Q2 2026 in Review

Romano Brothers & Co held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 15,240 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #248.

Romano Brothers & Co first reported a position in SCHX in Q4 2022 and has held it in 9 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Romano Brothers & Co held 15,240 shares of Schwab US Large- Cap ETF worth $449K as of Q2 2026.
  • Romano Brothers & Co left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.05% of Romano Brothers & Co's portfolio in Q2 2026, its #248 holding.
  • Romano Brothers & Co first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 9 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.