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

Shelton 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	$4.36M	Sell	148,047 -8,344	-5%	-$238K	1.71%	11
2026 Q1	$4.01M	Sell	156,391 -7,069	-4%	-$190K	1.75%	12
2025 Q4	$4.4M	Sell	163,460 -4,272	-3%	-$114K	1.89%	10
2025 Q3	$4.42M	Sell	167,732 -11,936	-7%	-$303K	2%	11
2025 Q2	$4.39M	Sell	179,668 -5,089	-3%	-$115K	2.12%	11
2025 Q1	$4.08M	Sell	184,757 -17,358	-9%	-$404K	2.22%	10
2024 Q4	$4.69M	Sell	202,115 -23,257	-10%	-$542K	2.42%	11
2024 Q3	$5.1M	Sell	225,372 -29,448	-12%	-$642K	2.77%	6
2024 Q2	$5.46M	Sell	254,820 -50,085	-16%	-$1.03M	3.09%	5
2024 Q1	$6.31M	Sell	304,905 -16,908	-5%	-$333K	3.97%	4
2023 Q4	$6.05M	Sell	321,813 -97,014	-23%	-$1.7M	4.29%	4
2023 Q3	$7.06M	Sell	418,827 -10,101	-2%	-$177K	5.65%	6
2023 Q2	$7.49M	Sell	428,928 -64,767	-13%	-$1.07M	5.8%	5
2023 Q1	$7.96M	Buy	493,695 +18,279	+4%	+$288K	6.46%	4
2022 Q4	$7.16M	Sell	475,416 -3,399	-0.7%	-$51.5K	5.65%	4
2022 Q3	$6.76M	Buy	478,815 +1,590	+0.3%	+$24.9K	6.02%	4
2022 Q2	$7.1M	Buy	477,225 +65,274	+16%	+$1.06M	6.04%	4
2022 Q1	$7.39M	Sell	411,951 -14,133	-3%	-$250K	5.83%	7
2021 Q4	$8.08M	Buy	+426,084	New	+$7.87M	6.36%	6

Other funds holding SCHX

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

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

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Shelton Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.3% in Q2 2026, selling an estimated $238K and leaving 148,047 shares worth $4.36M. The position accounts for 1.71% of the portfolio, ranked #11.

Shelton Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.08M in Q4 2021. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Shelton Wealth Management held 148,047 shares of Schwab US Large- Cap ETF worth $4.36M as of Q2 2026.
Shelton Wealth Management sold 8,344 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $238K.
Schwab US Large- Cap ETF made up 1.71% of Shelton Wealth Management's portfolio in Q2 2026, its #11 holding.
Shelton Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
Shelton Wealth Management's Schwab US Large- Cap ETF position peaked at $8.08M in Q4 2021.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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