Sax Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sax Wealth Advisors’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	$3.42M	Buy	133,285 +60,496	+83%	+$1.73M	0.14%	112
2026 Q1	$1.96M	Hold	72,789	–	–	0.09%	121
2025 Q4	$1.96M	Sell	72,789 -319	-0.4%	-$8.52K	0.09%	123
2025 Q3	$1.93M	Buy	73,108 +2,803	+4%	+$71.2K	0.1%	112
2025 Q2	$1.72M	Buy	70,305 +8,642	+14%	+$195K	0.1%	112
2025 Q1	$1.36M	Buy	61,663 +49,206	+395%	+$1.15M	0.1%	114
2024 Q4	$289K	Buy	12,457 +3,481	+39%	+$81.1K	0.02%	271
2024 Q3	$203K	Buy	+8,976	New	+$196K	0.02%	278

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

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

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Sax Wealth Advisors's SCHX Position: Q2 2026 in Review

Sax Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 83% in Q2 2026, buying an estimated $1.73M and bringing the position to 133,285 shares worth $3.42M. The position accounts for 0.14% of the portfolio, ranked #112.

Sax Wealth Advisors first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 415 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Sax Wealth Advisors held 133,285 shares of Schwab US Large- Cap ETF worth $3.42M as of Q2 2026.
Sax Wealth Advisors bought 60,496 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.73M.
Schwab US Large- Cap ETF made up 0.14% of Sax Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Sax Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
415 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.