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

Shira Ridge 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 		$287K Hold
9,735
– – 0.1% 66
2026
Q1 		$250K Hold
9,735
– – 0.1% 66
2025
Q4 		$262K Hold
9,735
– – 0.11% 65
2025
Q3 		$256K Hold
9,735
– – 0.11% 72
2025
Q2 		$238K Hold
9,735
– – 0.11% 72
2025
Q1 		$215K Hold
9,735
– – 0.11% 72
2024
Q4 		$226K Hold
9,735
– – 0.11% 72
2024
Q3 		$220K Hold
9,735
– – 0.11% 74
2024
Q2 		$209K Hold
9,735
– – 0.12% 73
2024
Q1 		$201K Buy
+9,735
New +$192K 0.12% 73

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Shira Ridge Wealth Management's SCHX Position: Q2 2026 in Review

Shira Ridge Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 9,735 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #66.

Shira Ridge Wealth Management first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Shira Ridge Wealth Management held 9,735 shares of Schwab US Large- Cap ETF worth $287K as of Q2 2026.
  • Shira Ridge Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.1% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Shira Ridge Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.