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Smith Salley Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Smith Salley 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 		$1.32M Buy
44,751
+8,981
+25% +$256K 0.06% 143
2026
Q1 		$917K Sell
35,770
-61
-0.2% -$1.64K 0.05% 158
2025
Q4 		$964K Buy
35,831
+1,260
+4% +$33.6K 0.05% 153
2025
Q3 		$911K Sell
34,571
-1,501
-4% -$38.1K 0.05% 154
2025
Q2 		$882K Buy
36,072
+2,185
+6% +$49.4K 0.05% 150
2025
Q1 		$748K Buy
+33,887
New +$789K 0.05% 155
2024
Q4 		– Sell
-48,873
Closed -$1.11M – 252
2024
Q3 		$1.11M Buy
48,873
+19,182
+65% +$418K 0.07% 136
2024
Q2 		$636K Buy
29,691
+5,160
+21% +$107K 0.05% 155
2024
Q1 		$507K Sell
24,531
-1,578
-6% -$31.1K 0.04% 168
2023
Q4 		$491K Buy
26,109
+1,995
+8% +$35K 0.03% 182
2023
Q3 		$407K Sell
24,114
-29,421
-55% -$516K 0.03% 181
2023
Q2 		$935K Buy
53,535
+31,839
+147% +$526K 0.07% 132
2023
Q1 		$350K Buy
21,696
+486
+2% +$7.65K 0.03% 188
2022
Q4 		$319K Hold
21,210
– – 0.03% 189
2022
Q3 		$299K Buy
+21,210
New +$333K 0.03% 187

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Smith Salley Wealth Management's SCHX Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 25% in Q2 2026, buying an estimated $256K and bringing the position to 44,751 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #143.

Smith Salley Wealth Management first reported a position in SCHX in Q3 2022 and has held it in 15 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Smith Salley Wealth Management held 44,751 shares of Schwab US Large- Cap ETF worth $1.32M as of Q2 2026.
  • Smith Salley Wealth Management bought 8,981 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $256K.
  • Schwab US Large- Cap ETF made up 0.06% of Smith Salley Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Smith Salley Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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