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

Topsail 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 		$71K Buy
2,414
+1,784
+283% +$50.9K 0.01% 208
2026
Q1 		$16.2K Hold
630
– – ﹤0.01% 255
2025
Q4 		$17K Hold
630
– – ﹤0.01% 236
2025
Q3 		$16.6K Hold
630
– – ﹤0.01% 227
2025
Q2 		$15.4K Hold
630
– – ﹤0.01% 216
2025
Q1 		$13.9K Hold
630
– – ﹤0.01% 206
2024
Q4 		$14.6K Buy
+630
New +$14.7K ﹤0.01% 186

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

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

Topsail Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 283% in Q2 2026, buying an estimated $50.9K and bringing the position to 2,414 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #208.

Topsail Wealth Management first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Topsail Wealth Management held 2,414 shares of Schwab US Large- Cap ETF worth $71K as of Q2 2026.
  • Topsail Wealth Management bought 1,784 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $50.9K.
  • Schwab US Large- Cap ETF made up 0.01% of Topsail Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Topsail Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.