Spectrum Wealth Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Spectrum Wealth Advisory Group’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	$90.3K	Buy	+3,068	New	+$87.6K	0.03%	108

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

Spectrum Wealth Advisory Group's SCHX Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 3,068 shares worth $90.3K. The stake represents 0.03% of the portfolio and ranks #108 among its holdings.

1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Spectrum Wealth Advisory Group held 3,068 shares of Schwab US Large- Cap ETF worth $90.3K as of Q2 2026.
Schwab US Large- Cap ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
Schwab US Large- Cap ETF made up 0.03% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #108 holding.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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