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

Sonoma Private 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	$438K	Hold	14,892	–	–	0.47%	54
2026 Q1	$382K	Sell	14,892 -1,500	-9%	-$40.2K	0.47%	50
2025 Q4	$441K	Hold	16,392	–	–	0.53%	47
2025 Q3	$432K	Hold	16,392	–	–	0.52%	46
2025 Q2	$401K	Hold	16,392	–	–	0.49%	50
2025 Q1	$362K	Hold	16,392	–	–	0.5%	51
2024 Q4	$380K	Hold	16,392	–	–	0.61%	54
2024 Q3	$371K	Buy	16,392 +1,500	+10%	+$32.7K	0.58%	62
2024 Q2	$319K	Sell	14,892 -20,310	-58%	-$420K	0.52%	65
2024 Q1	$728K	Buy	35,202 +888	+3%	+$17.5K	1.17%	28
2023 Q4	$645K	Buy	+34,314	New	+$603K	1.07%	31

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Sonoma Private Wealth's SCHX Position: Q2 2026 in Review

Sonoma Private Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 14,892 shares worth $438K. The position accounts for 0.47% of the portfolio, ranked #54.

Sonoma Private Wealth first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $728K in Q1 2024. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Sonoma Private Wealth held 14,892 shares of Schwab US Large- Cap ETF worth $438K as of Q2 2026.
Sonoma Private Wealth left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.47% of Sonoma Private Wealth's portfolio in Q2 2026, its #54 holding.
Sonoma Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Sonoma Private Wealth's Schwab US Large- Cap ETF position peaked at $728K in Q1 2024.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.