Salomon & Ludwin’s Schwab US Large- Cap ETF SCHX Stock Holding History

Salomon & Ludwin’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	$278K	Sell	9,468 -321	-3%	-$9.17K	0.02%	152
2026 Q1	$253K	Hold	9,789	–	–	0.02%	152
2025 Q4	$266K	Hold	9,789	–	–	0.02%	149
2025 Q3	$259K	Sell	9,789 -873	-8%	-$22.2K	0.02%	147
2025 Q2	$262K	Buy	10,662 +798	+8%	+$18K	0.03%	138
2025 Q1	$218K	Hold	9,864	–	–	0.02%	140
2024 Q4	$229K	Buy	9,864 +99	+1%	+$2.31K	0.02%	135
2024 Q3	$221K	Hold	9,765	–	–	0.02%	142
2024 Q2	$209K	Sell	9,765 -72	-0.7%	-$1.49K	0.02%	148
2024 Q1	$203K	Hold	9,837	–	–	0.02%	183
2023 Q4	$166K	Hold	9,837	–	–	0.02%	186
2023 Q3	$166K	Buy	+9,837	New	+$173K	0.02%	186

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Salomon & Ludwin's SCHX Position: Q2 2026 in Review

Salomon & Ludwin reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.3% in Q2 2026, selling an estimated $9.17K and leaving 9,468 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #152.

Salomon & Ludwin first reported a position in SCHX in Q3 2023 and has held it in 12 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Salomon & Ludwin held 9,468 shares of Schwab US Large- Cap ETF worth $278K as of Q2 2026.
Salomon & Ludwin sold 321 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.17K.
Schwab US Large- Cap ETF made up 0.02% of Salomon & Ludwin's portfolio in Q2 2026, its #152 holding.
Salomon & Ludwin first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.