SWP
SCHX icon

SIMA Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

SIMA Wealth Partners’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 		$34.1K Buy
1,159
+24
+2% +$685 0.02% 91
2026
Q1 		$29.1K Buy
1,135
+4
+0.4% +$107 0.02% 95
2025
Q4 		$30.4K Buy
1,131
+3
+0.3% +$80 0.02% 93
2025
Q3 		$29.7K Buy
1,128
+3
+0.3% +$76 0.02% 96
2025
Q2 		$27.5K Buy
1,125
+3
+0.3% +$68 0.02% 99
2025
Q1 		$24.8K Buy
1,122
+674
+150% +$15.7K 0.02% 113
2024
Q4 		$10.4K Buy
448
+85
+23% +$1.98K 0.01% 143
2024
Q3 		$8.2K Buy
363
+3
+0.8% +$65 0.01% 127
2024
Q2 		$7.73K Buy
+360
New +$7.44K 0.01% 129

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

SIMA Wealth Partners's SCHX Position: Q2 2026 in Review

SIMA Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 2.1% in Q2 2026, buying an estimated $685 and bringing the position to 1,159 shares worth $34.1K. The position accounts for 0.02% of the portfolio, ranked #91.

SIMA Wealth Partners first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • SIMA Wealth Partners held 1,159 shares of Schwab US Large- Cap ETF worth $34.1K as of Q2 2026.
  • SIMA Wealth Partners bought 24 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $685.
  • Schwab US Large- Cap ETF made up 0.02% of SIMA Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • SIMA Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.