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Waddell & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Waddell & Associates’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 		$402K Sell
13,665
-150
-1% -$4.28K 0.02% 317
2026
Q1 		$354K Hold
13,815
– – 0.02% 301
2025
Q4 		$372K Sell
13,815
-49
-0.4% -$1.31K 0.03% 228
2025
Q3 		$365K Buy
13,864
+49
+0.4% +$1.24K 0.03% 177
2025
Q2 		$338K Buy
+13,815
New +$312K 0.04% 150

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Waddell & Associates's SCHX Position: Q2 2026 in Review

Waddell & Associates reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q2 2026, selling an estimated $4.28K and leaving 13,665 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #317.

Waddell & Associates first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 693 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Waddell & Associates held 13,665 shares of Schwab US Large- Cap ETF worth $402K as of Q2 2026.
  • Waddell & Associates sold 150 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.28K.
  • Schwab US Large- Cap ETF made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #317 holding.
  • Waddell & Associates first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.