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Vawter Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vawter Financial’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 		$213K Buy
+7,225
New +$206K 0.08% 121
2024
Q4 		– Sell
-9,912
Closed -$224K – 98
2024
Q3 		$224K Hold
9,912
– – 0.14% 84
2024
Q2 		$212K Hold
9,912
– – 0.15% 84
2024
Q1 		$205K Buy
+9,912
New +$195K 0.15% 86

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

Vawter Financial's SCHX Position: Q2 2026 in Review

Vawter Financial opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,225 shares worth $213K. The stake represents 0.08% of the portfolio and ranks #121 among its holdings. This is a return to the name: Vawter Financial previously reported a position in SCHX as recently as Q3 2024.

Vawter Financial first reported a position in SCHX in Q1 2024 and has held it in 4 quarters since. The position peaked at $224K in Q3 2024. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Vawter Financial held 7,225 shares of Schwab US Large- Cap ETF worth $213K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Vawter Financial position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.08% of Vawter Financial's portfolio in Q2 2026, its #121 holding.
  • Vawter Financial first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • Vawter Financial's Schwab US Large- Cap ETF position peaked at $224K in Q3 2024.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.