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

The Wealth 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 		$3.94M Sell
133,854
-1,222
-0.9% -$34.9K 0.75% 15
2026
Q1 		$3.46M Buy
135,076
+3,410
+3% +$91.5K 0.79% 15
2025
Q4 		$3.54M Buy
131,666
+542
+0.4% +$14.5K 0.79% 15
2025
Q3 		$3.45M Sell
131,124
-266
-0.2% -$6.75K 0.8% 16
2025
Q2 		$3.21M Buy
131,390
+15,257
+13% +$345K 0.82% 16
2025
Q1 		$2.56M Sell
116,133
-1,130
-1% -$26.3K 0.75% 18
2024
Q4 		$2.72M Sell
117,263
-742
-0.6% -$17.3K 0.79% 17
2024
Q3 		$2.67M Sell
118,005
-723
-0.6% -$15.8K 0.78% 18
2024
Q2 		$2.54M Sell
118,728
-6
-0% -$124 0.77% 17
2024
Q1 		$2.32M Hold
118,734
– – 0.71% 18
2023
Q4 		$2.32M Buy
+118,734
New +$2.09M 0.77% 19

Other funds holding SCHX

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
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

The Wealth Group's SCHX Position: Q2 2026 in Review

The Wealth Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.9% in Q2 2026, selling an estimated $34.9K and leaving 133,854 shares worth $3.94M. The position accounts for 0.75% of the portfolio, ranked #15.

The Wealth Group first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • The Wealth Group held 133,854 shares of Schwab US Large- Cap ETF worth $3.94M as of Q2 2026.
  • The Wealth Group sold 1,222 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $34.9K.
  • Schwab US Large- Cap ETF made up 0.75% of The Wealth Group's portfolio in Q2 2026, its #15 holding.
  • The Wealth Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.