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VestGen Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

VestGen 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 		$222K Sell
7,534
-755
-9% -$21.6K 0.01% 985
2026
Q1 		$240K Sell
8,289
-4,981
-38% -$134K 0.01% 936
2025
Q4 		$357K Buy
13,270
+4,002
+43% +$107K 0.02% 554
2025
Q3 		$244K Buy
+9,268
New +$235K 0.01% 646

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

VestGen Advisors's SCHX Position: Q2 2026 in Review

VestGen Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.1% in Q2 2026, selling an estimated $21.6K and leaving 7,534 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #985.

VestGen Advisors first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. The position peaked at $357K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • VestGen Advisors held 7,534 shares of Schwab US Large- Cap ETF worth $222K as of Q2 2026.
  • VestGen Advisors sold 755 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $21.6K.
  • Schwab US Large- Cap ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #985 holding.
  • VestGen Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Schwab US Large- Cap ETF position peaked at $357K in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.