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Taylor & Morgan Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Taylor & Morgan 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 		$602K Buy
20,453
+297
+1% +$8.48K 0.3% 44
2026
Q1 		$517K Buy
20,156
+319
+2% +$8.56K 0.29% 50
2025
Q4 		$534K Buy
+19,837
New +$530K 0.3% 49

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

Taylor & Morgan Wealth Management's SCHX Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q2 2026, buying an estimated $8.48K and bringing the position to 20,453 shares worth $602K. The position accounts for 0.3% of the portfolio, ranked #44.

Taylor & Morgan Wealth Management first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 792 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Taylor & Morgan Wealth Management held 20,453 shares of Schwab US Large- Cap ETF worth $602K as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 297 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8.48K.
  • Schwab US Large- Cap ETF made up 0.3% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Taylor & Morgan Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 792 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.