Sheets Smith Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.3M | Buy |
724,506
+79
| +0% | +$2.26K | 2.13% | 6 |
|
|
2026
Q1 | $18.6M | Buy |
724,427
+19,357
| +3% | +$519K | 2.09% | 5 |
|
|
2025
Q4 | $19M | Buy |
705,070
+38,456
| +6% | +$1.03M | 2.08% | 6 |
|
|
2025
Q3 | $17.6M | Sell |
666,614
-24,401
| -4% | -$620K | 1.99% | 7 |
|
|
2025
Q2 | $16.9M | Sell |
691,015
-76,753
| -10% | -$1.74M | 1.98% | 7 |
|
|
2025
Q1 | $17M | Sell |
767,768
-39,227
| -5% | -$913K | 2.11% | 7 |
|
|
2024
Q4 | $18.7M | Sell |
806,995
-803
| -0.1% | -$18.7K | 2.28% | 6 |
|
|
2024
Q3 | $18.3M | Sell |
807,798
-441
| -0.1% | -$9.61K | 2.23% | 4 |
|
|
2024
Q2 | $17.3M | Buy |
808,239
+15,642
| +2% | +$323K | 2.07% | 7 |
|
|
2024
Q1 | $16.4M | Sell |
792,597
-705,501
| -47% | -$13.9M | 1.84% | 10 |
|
|
2023
Q4 | $15.2M | Buy |
1,498,098
+686,499
| +85% | +$12.1M | 2.16% | 7 |
|
|
2023
Q3 | $13.7M | Buy |
811,599
+21,453
| +3% | +$376K | 2.08% | 7 |
|
|
2023
Q2 | $13.8M | Sell |
790,146
-72,777
| -8% | -$1.2M | 2.02% | 9 |
|
|
2023
Q1 | $13.9M | Sell |
862,923
-52,473
| -6% | -$826K | 2.13% | 6 |
|
|
2022
Q4 | $13.8M | Buy |
915,396
+36,759
| +4% | +$556K | 2.16% | 6 |
|
|
2022
Q3 | $12.4M | Sell |
878,637
-2,712
| -0.3% | -$42.6K | 2.07% | 6 |
|
|
2022
Q2 | $13.1M | Buy |
881,349
+831
| +0.1% | +$13.5K | 2.16% | 7 |
|
|
2022
Q1 | $15.8M | Buy |
880,518
+97,860
| +13% | +$1.73M | 2.18% | 7 |
|
|
2021
Q4 | $14.8M | Buy |
782,658
+18,024
| +2% | +$333K | 1.84% | 9 |
|
|
2021
Q3 | $13.3M | Buy |
764,634
+3,060
| +0.4% | +$54.6K | 1.8% | 10 |
|
|
2021
Q2 | $13.2M | Buy |
761,574
+80,142
| +12% | +$1.35M | 1.78% | 11 |
|
|
2021
Q1 | $10.9M | Buy |
681,432
+3,102
| +0.5% | +$48.6K | 1.6% | 13 |
|
|
2020
Q4 | $10.3M | Sell |
678,330
-11,616
| -2% | -$166K | 1.55% | 14 |
|
|
2020
Q3 | $9.27M | Sell |
689,946
-25,272
| -4% | -$336K | 1.61% | 14 |
|
|
2020
Q2 | $8.83M | Buy |
715,218
+28,686
| +4% | +$334K | 1.77% | 13 |
|
|
2020
Q1 | $7.01M | Buy |
686,532
+396,528
| +137% | +$4.82M | 1.47% | 15 |
|
|
2019
Q4 | $3.71M | Buy |
290,004
+5,976
| +2% | +$73.2K | 0.71% | 40 |
|
|
2019
Q3 | $3.36M | Buy |
284,028
+17,082
| +6% | +$201K | 0.69% | 43 |
|
|
2019
Q2 | $3.12M | Buy |
266,946
+27,096
| +11% | +$311K | 0.64% | 42 |
|
|
2019
Q1 | $2.7M | Sell |
239,850
-4,530
| -2% | -$49.1K | 0.59% | 46 |
|
|
2018
Q4 | $2.43M | Buy |
244,380
+11,088
| +5% | +$119K | 0.66% | 42 |
|
|
2018
Q3 | $2.71M | Buy |
233,292
+15,744
| +7% | +$179K | 0.56% | 48 |
|
|
2018
Q2 | $2.36M | Buy |
217,548
+26,640
| +14% | +$287K | 0.55% | 50 |
|
|
2018
Q1 | $2.01M | Buy |
190,908
+70,446
| +58% | +$766K | 0.48% | 54 |
|
|
2017
Q4 | $1.28M | Buy |
120,462
+34,302
| +40% | +$355K | 0.3% | 87 |
|
|
2017
Q3 | $862K | Buy |
86,160
+13,212
| +18% | +$130K | 0.22% | 128 |
|
|
2017
Q2 | $702K | Sell |
72,948
-8,790
| -11% | -$83.8K | 0.19% | 141 |
|
|
2017
Q1 | $767K | Sell |
81,738
-6,300
| -7% | -$58.2K | 0.2% | 140 |
|
|
2016
Q4 | $781K | Sell |
88,038
-5,634
| -6% | -$48.9K | 0.22% | 131 |
|
|
2016
Q3 | $806K | Buy |
93,672
+6,882
| +8% | +$59K | 0.23% | 136 |
|
|
2016
Q2 | $720K | Buy |
86,790
+3,918
| +5% | +$32.2K | 0.21% | 151 |
|
|
2016
Q1 | $675K | Sell |
82,872
-70,014
| -46% | -$540K | 0.21% | 141 |
|
|
2015
Q4 | $1.24M | Sell |
152,886
-9,246
| -6% | -$75.4K | 0.37% | 76 |
|
|
2015
Q3 | $1.24M | Sell |
162,132
-2,352
| -1% | -$19K | 0.42% | 73 |
|
|
2015
Q2 | $1.35M | Buy |
164,484
+1,260
| +0.8% | +$10.6K | 0.37% | 80 |
|
|
2015
Q1 | $1.35M | Buy |
163,224
+7,866
| +5% | +$64.8K | 0.37% | 80 |
|
|
2014
Q4 | $1.27M | Buy |
155,358
+63,510
| +69% | +$508K | 0.33% | 88 |
|
|
2014
Q3 | $719K | Sell |
91,848
-1,650
| -2% | -$13K | 0.2% | 148 |
|
|
2014
Q2 | $730K | Buy |
93,498
+102
| +0.1% | +$772 | 0.2% | 155 |
|
|
2014
Q1 | $696K | Sell |
93,396
-672
| -0.7% | -$4.92K | 0.19% | 140 |
|
|
2013
Q4 | $691K | Sell |
94,068
-222
| -0.2% | -$1.56K | 0.19% | 140 |
|
|
2013
Q3 | $632K | Buy |
94,290
+90
| +0.1% | +$600 | 0.21% | 140 |
|
|
2013
Q2 | $600K | Buy |
+94,200
| New | +$603K | 0.2% | 144 |
|
Other funds holding SCHX
MGIA
HSA
SFG
DE
Sheets Smith Wealth Management's SCHX Position: Q2 2026 in Review
Sheets Smith Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q2 2026, buying an estimated $2.26K and bringing the position to 724,506 shares worth $21.3M. The position accounts for 2.13% of the portfolio, ranked #6.
Sheets Smith Wealth Management first reported a position in SCHX in Q2 2013 and has held it in 53 quarters since. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.
- Sheets Smith Wealth Management held 724,506 shares of Schwab US Large- Cap ETF worth $21.3M as of Q2 2026.
- Sheets Smith Wealth Management bought 79 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.26K.
- Schwab US Large- Cap ETF made up 2.13% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #6 holding.
- Sheets Smith Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.