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Vise Technologies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Vise Technologies’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 		$15.2M Buy
515,189
+13,382
+3% +$382K 0.17% 111
2026
Q1 		$13.5M Hold
501,807
– – 0.27% 70
2025
Q4 		$13.5M Buy
501,807
+129,660
+35% +$3.46M 0.26% 70
2025
Q3 		$9.8M Sell
372,147
-10,715
-3% -$272K 0.36% 55
2025
Q2 		$9.36M Buy
+382,862
New +$8.66M 0.39% 46
2024
Q4 		$6.86M Buy
296,158
+24,814
+9% +$578K 0.57% 29
2024
Q3 		$6.14M Buy
271,344
+25,593
+10% +$558K 0.78% 23
2024
Q2 		$5.26M Sell
245,751
-6,717
-3% -$139K 0.92% 23
2024
Q1 		$5.22M Sell
252,468
-24,687
-9% -$486K 1.03% 21
2023
Q4 		$5.21M Sell
277,155
-21,786
-7% -$383K 1.12% 20
2023
Q3 		$5.04M Sell
298,941
-26,919
-8% -$472K 1.24% 19
2023
Q2 		$5.69M Buy
325,860
+25,749
+9% +$425K 1.38% 18
2023
Q1 		$4.84M Buy
300,111
+183
+0.1% +$2.88K 1.28% 18
2022
Q4 		$4.51M Buy
299,928
+36,906
+14% +$559K 1.41% 14
2022
Q3 		$3.71M Buy
263,022
+33,129
+14% +$520K 1.4% 16
2022
Q2 		$3.42M Buy
229,893
+129,750
+130% +$2.1M 1.33% 15
2022
Q1 		$1.8M Buy
100,143
+89,541
+845% +$1.59M 0.68% 46
2021
Q4 		$201K Buy
+10,602
New +$196K 0.05% 134

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

Vise Technologies's SCHX Position: Q2 2026 in Review

Vise Technologies increased its Schwab US Large- Cap ETF (SCHX) stake by 2.7% in Q2 2026, buying an estimated $382K and bringing the position to 515,189 shares worth $15.2M. The position accounts for 0.17% of the portfolio, ranked #111.

Vise Technologies first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Vise Technologies held 515,189 shares of Schwab US Large- Cap ETF worth $15.2M as of Q2 2026.
  • Vise Technologies bought 13,382 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $382K.
  • Schwab US Large- Cap ETF made up 0.17% of Vise Technologies's portfolio in Q2 2026, its #111 holding.
  • Vise Technologies first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.