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Seaside Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Seaside Wealth Management’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 		$467K Hold
15,852
– – 0.12% 43
2026
Q1 		$406K Hold
15,852
– – 0.11% 43
2025
Q4 		$427K Hold
15,852
– – 0.12% 42
2025
Q3 		$418K Hold
15,852
– – 0.12% 44
2025
Q2 		$387K Hold
15,852
– – 0.12% 46
2025
Q1 		$350K Hold
15,852
– – 0.12% 41
2024
Q4 		$367K Hold
15,852
– – 0.13% 41
2024
Q3 		$359K Hold
15,852
– – 0.14% 41
2024
Q2 		$339K Hold
15,852
– – 0.14% 43
2024
Q1 		$328K Hold
15,852
– – 0.14% 38
2023
Q4 		$298K Hold
15,852
– – 0.14% 39
2023
Q3 		$267K Hold
15,852
– – 0.14% 39
2023
Q2 		$277K Hold
15,852
– – 0.14% 38
2023
Q1 		$256K Hold
15,852
– – 0.16% 41
2022
Q4 		$239K Hold
15,852
– – 0.16% 41
2022
Q3 		$241K Hold
15,852
– – 0.17% 41
2022
Q2 		$257K Buy
+15,852
New +$257K 0.19% 40

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

Seaside Wealth Management's SCHX Position: Q2 2026 in Review

Seaside Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 15,852 shares worth $467K. The position accounts for 0.12% of the portfolio, ranked #43.

Seaside Wealth Management first reported a position in SCHX in Q2 2022 and has held it in 17 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Seaside Wealth Management held 15,852 shares of Schwab US Large- Cap ETF worth $467K as of Q2 2026.
  • Seaside Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.12% of Seaside Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Seaside Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.