TRUE Private Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

TRUE Private Wealth Advisors’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	$237K	Sell	8,064 -4,463	-36%	-$127K	0.02%	249
2026 Q1	$321K	Hold	12,527	–	–	0.03%	210
2025 Q4	$337K	Sell	12,527 -623	-5%	-$16.6K	0.03%	199
2025 Q3	$346K	Sell	13,150 -800	-6%	-$20.3K	0.04%	191
2025 Q2	$341K	Hold	13,950	–	–	0.04%	191
2025 Q1	$308K	Hold	13,950	–	–	0.04%	179
2024 Q4	$323K	Hold	13,950	–	–	0.04%	175
2024 Q3	$316K	Hold	13,950	–	–	0.04%	164
2024 Q2	$299K	Hold	13,950	–	–	0.03%	224
2024 Q1	$289K	Buy	+13,950	New	+$275K	0.03%	238

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

TRUE Private Wealth Advisors's SCHX Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 36% in Q2 2026, selling an estimated $127K and leaving 8,064 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #249.

TRUE Private Wealth Advisors first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. The position peaked at $346K in Q3 2025. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

TRUE Private Wealth Advisors held 8,064 shares of Schwab US Large- Cap ETF worth $237K as of Q2 2026.
TRUE Private Wealth Advisors sold 4,463 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $127K.
Schwab US Large- Cap ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #249 holding.
TRUE Private Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
TRUE Private Wealth Advisors's Schwab US Large- Cap ETF position peaked at $346K in Q3 2025.
522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.