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

Thrive 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	$6.07M	Sell	206,410 -1,232	-0.6%	-$35.2K	0.77%	20
2026 Q1	$5.32M	Buy	207,642 +710	+0.3%	+$19K	0.79%	20
2025 Q4	$5.57M	Buy	206,932 +67	+0%	+$1.79K	0.82%	19
2025 Q3	$5.45M	Buy	206,865 +7,255	+4%	+$184K	0.82%	19
2025 Q2	$4.88M	Buy	199,610 +1,108	+0.6%	+$25.1K	0.79%	19
2025 Q1	$4.38M	Buy	198,502 +17,064	+9%	+$397K	0.84%	15
2024 Q4	$4.21M	Buy	181,438 +3,409	+2%	+$79.5K	0.76%	17
2024 Q3	$4.03M	Sell	178,029 -108	-0.1%	-$2.35K	0.74%	16
2024 Q2	$3.82M	Buy	178,137 +5,814	+3%	+$120K	0.75%	18
2024 Q1	$3.56M	Buy	172,323 +74,889	+77%	+$1.47M	0.74%	17
2023 Q4	$1.83M	Buy	97,434 +65,067	+201%	+$1.14M	0.41%	30
2023 Q3	$546K	Buy	32,367 +3,450	+12%	+$60.5K	0.15%	91
2023 Q2	$505K	Sell	28,917 -2,664	-8%	-$44K	0.13%	94
2023 Q1	$509K	Sell	31,581 -93	-0.3%	-$1.46K	0.13%	98
2022 Q4	$477K	Buy	31,674 +4,101	+15%	+$62.1K	0.14%	92
2022 Q3	$389K	Sell	27,573 -1,317	-5%	-$20.7K	0.14%	96
2022 Q2	$430K	Sell	28,890 -13,377	-32%	-$217K	0.15%	84
2022 Q1	$759K	Buy	42,267 +14,901	+54%	+$264K	0.22%	52
2021 Q4	$519K	Buy	+27,366	New	+$506K	0.18%	67

Other funds holding SCHX

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

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

Thrive Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.59% in Q2 2026, selling an estimated $35.2K and leaving 206,410 shares worth $6.07M. The position accounts for 0.77% of the portfolio, ranked #20.

Thrive Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Thrive Wealth Management held 206,410 shares of Schwab US Large- Cap ETF worth $6.07M as of Q2 2026.
Thrive Wealth Management sold 1,232 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $35.2K.
Schwab US Large- Cap ETF made up 0.77% of Thrive Wealth Management's portfolio in Q2 2026, its #20 holding.
Thrive Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.