U.S. Wealth Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

U.S. 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	$4.23M	Sell	143,676 -67,797	-32%	-$1.94M	2.53%	13
2026 Q1	$5.42M	Sell	211,473 -10,477	-5%	-$281K	3.67%	9
2025 Q4	$5.97M	Sell	221,950 -4,297	-2%	-$115K	3.94%	8
2025 Q3	$5.96M	Buy	226,247 +1,980	+0.9%	+$50.3K	3.89%	8
2025 Q2	$5.48M	Buy	224,267 +2,528	+1%	+$57.2K	4.27%	7
2025 Q1	$4.9M	Sell	221,739 -4,273	-2%	-$99.5K	3.88%	7
2024 Q4	$5.24M	Buy	+226,012	New	+$5.27M	3.96%	7

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

U.S. Wealth Group's SCHX Position: Q2 2026 in Review

U.S. Wealth Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 32% in Q2 2026, selling an estimated $1.94M and leaving 143,676 shares worth $4.23M. The position accounts for 2.53% of the portfolio, ranked #13.

U.S. Wealth Group first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.97M in Q4 2025. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

U.S. Wealth Group held 143,676 shares of Schwab US Large- Cap ETF worth $4.23M as of Q2 2026.
U.S. Wealth Group sold 67,797 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.94M.
Schwab US Large- Cap ETF made up 2.53% of U.S. Wealth Group's portfolio in Q2 2026, its #13 holding.
U.S. Wealth Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
U.S. Wealth Group's Schwab US Large- Cap ETF position peaked at $5.97M in Q4 2025.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.