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Roof Eidam Maycock Peralta (REMP)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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 		$485K Hold
16,485
– – 0.1% 99
2026
Q1 		$423K Hold
16,485
– – 0.1% 99
2025
Q4 		$444K Hold
16,485
– – 0.1% 94
2025
Q3 		$434K Hold
16,485
– – 0.11% 95
2025
Q2 		$403K Hold
16,485
– – 0.1% 91
2025
Q1 		$364K Sell
16,485
-22,830
-58% -$531K 0.1% 91
2024
Q4 		$911K Hold
39,315
– – 0.24% 59
2024
Q3 		$889K Hold
39,315
– – 0.23% 64
2024
Q2 		$842K Hold
39,315
– – 0.23% 64
2024
Q1 		$813K Hold
39,315
– – 0.22% 65
2023
Q4 		$739K Hold
39,315
– – 0.22% 67
2023
Q3 		$663K Buy
39,315
+3,375
+9% +$59.2K 0.22% 72
2023
Q2 		$627K Buy
35,940
+4,650
+15% +$76.8K 0.21% 68
2023
Q1 		$504K Sell
31,290
-2,208
-7% -$34.7K 0.19% 73
2022
Q4 		$504K Sell
33,498
-2,667
-7% -$40.4K 0.18% 74
2022
Q3 		$511K Buy
+36,165
New +$567K 0.19% 67

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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Roof Eidam Maycock Peralta (REMP)'s SCHX Position: Q2 2026 in Review

Roof Eidam Maycock Peralta (REMP) held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 16,485 shares worth $485K. The position accounts for 0.1% of the portfolio, ranked #99.

Roof Eidam Maycock Peralta (REMP) first reported a position in SCHX in Q3 2022 and has held it in 16 quarters since. The position peaked at $911K in Q4 2024. 970 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Roof Eidam Maycock Peralta (REMP) held 16,485 shares of Schwab US Large- Cap ETF worth $485K as of Q2 2026.
  • Roof Eidam Maycock Peralta (REMP) left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.1% of Roof Eidam Maycock Peralta (REMP)'s portfolio in Q2 2026, its #99 holding.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Roof Eidam Maycock Peralta (REMP)'s Schwab US Large- Cap ETF position peaked at $911K in Q4 2024.
  • 970 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q2 2026, filed 24 Jul 2026.