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

Smallwood Wealth Investment 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 		$63.4K Sell
2,154
-20
-0.9% -$571 0.03% 169
2026
Q1 		$55.7K Hold
2,174
– – 0.03% 168
2025
Q4 		$58.5K Sell
2,174
-6
-0.3% -$160 0.03% 159
2025
Q3 		$57.4K Buy
2,180
+321
+17% +$8.15K 0.03% 168
2025
Q2 		$45.4K Hold
1,859
– – 0.03% 177
2025
Q1 		$41K Buy
+1,859
New +$43.3K 0.03% 176

Other funds holding SCHX

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Smallwood Wealth Investment Management's SCHX Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.92% in Q2 2026, selling an estimated $571 and leaving 2,154 shares worth $63.4K. The position accounts for 0.03% of the portfolio, ranked #169.

Smallwood Wealth Investment Management first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 868 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Smallwood Wealth Investment Management held 2,154 shares of Schwab US Large- Cap ETF worth $63.4K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 20 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $571.
  • Schwab US Large- Cap ETF made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #169 holding.
  • Smallwood Wealth Investment Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 868 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.