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RWA Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

RWA Wealth Partners’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 		$5.34M Buy
181,529
+24,860
+16% +$710K 0.05% 166
2026
Q1 		$4.02M Sell
156,669
-5,743
-4% -$154K 0.04% 190
2025
Q4 		$4.37M Buy
162,412
+21,383
+15% +$571K 0.05% 180
2025
Q3 		$3.71M Sell
141,029
-1,119
-0.8% -$28.4K 0.04% 201
2025
Q2 		$3.47M Buy
142,148
+86
+0.1% +$1.94K 0.04% 194
2025
Q1 		$3.14M Sell
142,062
-23,608
-14% -$550K 0.04% 194
2024
Q4 		$3.84M Sell
165,670
-3,308
-2% -$77.1K 0.05% 174
2024
Q3 		$3.82M Buy
168,978
+33
+0% +$719 0.05% 177
2024
Q2 		$3.62M Sell
168,945
-11,592
-6% -$240K 0.05% 173
2024
Q1 		$3.73M Sell
180,537
-126
-0.1% -$2.48K 0.05% 169
2023
Q4 		$3.4M Buy
180,663
+15,942
+10% +$280K 0.05% 168
2023
Q3 		$2.78M Sell
164,721
-5,358
-3% -$94K 0.06% 113
2023
Q2 		$2.97M Buy
+170,079
New +$2.81M 0.07% 104
2018
Q4 		– Sell
-35,958
Closed -$417K – 242
2018
Q3 		$417K Buy
+35,958
New +$409K 0.05% 159

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

RWA Wealth Partners's SCHX Position: Q2 2026 in Review

RWA Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, buying an estimated $710K and bringing the position to 181,529 shares worth $5.34M. The position accounts for 0.05% of the portfolio, ranked #166.

RWA Wealth Partners first reported a position in SCHX in Q3 2018 and has held it in 14 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • RWA Wealth Partners held 181,529 shares of Schwab US Large- Cap ETF worth $5.34M as of Q2 2026.
  • RWA Wealth Partners bought 24,860 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $710K.
  • Schwab US Large- Cap ETF made up 0.05% of RWA Wealth Partners's portfolio in Q2 2026, its #166 holding.
  • RWA Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 14 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.