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

SMART 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 		– Sell
-9,723
Closed -$249K – 248
2026
Q1 		$249K Buy
9,723
+50
+0.5% +$1.34K 0.07% 188
2025
Q4 		$260K Buy
+9,673
New +$258K 0.08% 157
2025
Q2 		– Sell
-14,368
Closed -$317K – 192
2025
Q1 		$317K Buy
+14,368
New +$334K 0.11% 122

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

SMART Wealth's SCHX Position: Q2 2026 in Review

SMART Wealth sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 9,723 shares — an estimated $249K sold.

SMART Wealth first reported a position in SCHX in Q1 2025 and held it in 3 quarters. The position peaked at $317K in Q1 2025. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • SMART Wealth reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • SMART Wealth sold 9,723 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $249K.
  • SMART Wealth first reported a position in Schwab US Large- Cap ETF in Q1 2025 and held it in 3 quarters.
  • SMART Wealth's Schwab US Large- Cap ETF position peaked at $317K in Q1 2025.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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