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

Spire 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 		$975K Sell
33,126
-90
-0.3% -$2.57K 0.03% 394
2026
Q1 		$852K Sell
33,216
-299
-0.9% -$8.02K 0.03% 413
2025
Q4 		$902K Buy
33,515
+2,928
+10% +$78.2K 0.03% 410
2025
Q3 		$806K Buy
30,587
+12
+0% +$305 0.03% 415
2025
Q2 		$747K Sell
30,575
-20,670
-40% -$467K 0.03% 424
2025
Q1 		$1.13M Buy
51,245
+13,659
+36% +$318K 0.04% 379
2024
Q4 		$871K Buy
37,586
+1,670
+5% +$38.9K 0.03% 424
2024
Q3 		$812K Sell
35,916
-2,940
-8% -$64.1K 0.03% 419
2024
Q2 		$832K Sell
38,856
-64,974
-63% -$1.34M 0.03% 382
2024
Q1 		$2.15M Buy
103,830
+5,475
+6% +$108K 0.04% 241
2023
Q4 		$1.87M Sell
98,355
-6,777
-6% -$119K 0.06% 254
2023
Q3 		$1.77M Sell
105,132
-4,044
-4% -$70.9K 0.07% 237
2023
Q2 		$1.91M Sell
109,176
-4,911
-4% -$81.1K 0.07% 242
2023
Q1 		$1.84M Buy
114,087
+97,971
+608% +$1.54M 0.07% 236
2022
Q4 		$243K Buy
16,116
+84
+0.5% +$1.27K 0.01% 507
2022
Q3 		$226K Sell
16,032
-38,784
-71% -$609K 0.01% 498
2022
Q2 		$816K Sell
54,816
-177,513
-76% -$2.88M 0.03% 367
2022
Q1 		$4.17M Buy
232,329
+51,453
+28% +$911K 0.11% 172
2021
Q4 		$3.43M Sell
180,876
-12,774
-7% -$236K 0.08% 220
2021
Q3 		$3.36M Sell
193,650
-13,920
-7% -$248K 0.09% 204
2021
Q2 		$3.6M Sell
207,570
-361,404
-64% -$6.1M 0.1% 197
2021
Q1 		$9.11M Buy
+568,974
New +$8.91M 0.24% 112

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

Spire Wealth Management's SCHX Position: Q2 2026 in Review

Spire Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.27% in Q2 2026, selling an estimated $2.57K and leaving 33,126 shares worth $975K. The position accounts for 0.03% of the portfolio, ranked #394.

Spire Wealth Management first reported a position in SCHX in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.11M in Q1 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Spire Wealth Management held 33,126 shares of Schwab US Large- Cap ETF worth $975K as of Q2 2026.
  • Spire Wealth Management sold 90 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.57K.
  • Schwab US Large- Cap ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #394 holding.
  • Spire Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab US Large- Cap ETF position peaked at $9.11M in Q1 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.