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Sensible Money’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sensible Money’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 		$296K Buy
10,067
+183
+2% +$5.23K 0.08% 76
2026
Q1 		$253K Hold
9,884
– – 0.08% 73
2025
Q4 		$266K Hold
9,884
– – 0.08% 69
2025
Q3 		$260K Hold
9,884
– – 0.09% 70
2025
Q2 		$242K Hold
9,884
– – 0.09% 76
2025
Q1 		$218K Hold
9,884
– – 0.09% 76
2024
Q4 		$229K Sell
9,884
-1
-0% -$23 0.1% 76
2024
Q3 		$224K Hold
9,885
– – 0.1% 77
2024
Q2 		$212K Hold
9,885
– – 0.1% 77
2024
Q1 		$204K Buy
+9,885
New +$195K 0.11% 78

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

Sensible Money's SCHX Position: Q2 2026 in Review

Sensible Money increased its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q2 2026, buying an estimated $5.23K and bringing the position to 10,067 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #76.

Sensible Money first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sensible Money held 10,067 shares of Schwab US Large- Cap ETF worth $296K as of Q2 2026.
  • Sensible Money bought 183 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.23K.
  • Schwab US Large- Cap ETF made up 0.08% of Sensible Money's portfolio in Q2 2026, its #76 holding.
  • Sensible Money first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.