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

Simplicity Wealth’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 		$3.73M Buy
126,577
+2,669
+2% +$76.2K 0.13% 175
2026
Q1 		$3.18M Sell
123,908
-103,394
-45% -$2.77M 0.18% 126
2025
Q4 		$6.12M Buy
227,302
+12,079
+6% +$323K 0.36% 61
2025
Q3 		$5.67M Buy
+215,223
New +$5.47M 0.33% 69
2024
Q3 		– Sell
-128,307
Closed -$2.75M – 1072
2024
Q2 		$2.75M Buy
128,307
+7,473
+6% +$154K 0.06% 295
2024
Q1 		$2.5M Buy
+120,834
New +$2.38M 0.06% 307

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

Simplicity Wealth's SCHX Position: Q2 2026 in Review

Simplicity Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 2.2% in Q2 2026, buying an estimated $76.2K and bringing the position to 126,577 shares worth $3.73M. The position accounts for 0.13% of the portfolio, ranked #175.

Simplicity Wealth first reported a position in SCHX in Q1 2024 and has held it in 6 quarters since. The position peaked at $6.12M in Q4 2025. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Simplicity Wealth held 126,577 shares of Schwab US Large- Cap ETF worth $3.73M as of Q2 2026.
  • Simplicity Wealth bought 2,669 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $76.2K.
  • Schwab US Large- Cap ETF made up 0.13% of Simplicity Wealth's portfolio in Q2 2026, its #175 holding.
  • Simplicity Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Schwab US Large- Cap ETF position peaked at $6.12M in Q4 2025.
  • 1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.