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

Shakespeare 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 		$348K Buy
11,833
+1
+0% +$29 0.09% 64
2026
Q1 		$303K Buy
11,832
+2
+0% +$54 0.07% 80
2025
Q4 		$318K Buy
11,830
+1
+0% +$27 0.07% 81
2025
Q3 		$312K Sell
11,829
-4,865
-29% -$124K 0.07% 80
2025
Q2 		$408K Buy
+16,694
New +$377K 0.11% 69

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

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

Shakespeare Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q2 2026, buying an estimated $29 and bringing the position to 11,833 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #64.

Shakespeare Wealth Management first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. The position peaked at $408K in Q2 2025. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Shakespeare Wealth Management held 11,833 shares of Schwab US Large- Cap ETF worth $348K as of Q2 2026.
  • Shakespeare Wealth Management bought 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
  • Schwab US Large- Cap ETF made up 0.09% of Shakespeare Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Shakespeare Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Shakespeare Wealth Management's Schwab US Large- Cap ETF position peaked at $408K in Q2 2025.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.