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

Segment 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	$288K	Hold	9,789	–	–	0.01%	276
2026 Q1	$251K	Hold	9,789	–	–	0.01%	276
2025 Q4	$263K	Hold	9,789	–	–	0.02%	279
2025 Q3	$258K	Hold	9,789	–	–	0.02%	259
2025 Q2	$239K	Buy	9,789 +183	+2%	+$4.14K	0.02%	269
2025 Q1	$212K	Hold	9,606	–	–	0.01%	271
2024 Q4	$223K	Buy	9,606 +18	+0.2%	+$420	0.02%	250
2024 Q3	$217K	Buy	9,588 +12	+0.1%	+$261	0.01%	255
2024 Q2	$205K	Buy	+9,576	New	+$198K	0.02%	253

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

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

Segment Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 9,789 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #276.

Segment Wealth Management first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 415 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Segment Wealth Management held 9,789 shares of Schwab US Large- Cap ETF worth $288K as of Q2 2026.
Segment Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #276 holding.
Segment Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
415 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.