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Wagner Wealth Management (South Carolina)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$297K Buy
10,075
+293
+3% +$8.37K 0.05% 118
2026
Q1 		$251K Buy
9,782
+28
+0.3% +$751 0.05% 120
2025
Q4 		$262K Buy
9,754
+34
+0.3% +$908 0.06% 112
2025
Q3 		$256K Sell
9,720
-4
-0% -$102 0.06% 111
2025
Q2 		$238K Sell
9,724
-3,692
-28% -$83.5K 0.05% 114
2025
Q1 		$296K Buy
13,416
+90
+0.7% +$2.1K 0.07% 89
2024
Q4 		$309K Buy
13,326
+273
+2% +$6.36K 0.08% 84
2024
Q3 		$295K Sell
13,053
-846
-6% -$18.4K 0.08% 88
2024
Q2 		$298K Buy
13,899
+222
+2% +$4.59K 0.09% 103
2024
Q1 		$283K Sell
13,677
-216
-2% -$4.25K 0.09% 101
2023
Q4 		$261K Buy
13,893
+1,536
+12% +$27K 0.09% 104
2023
Q3 		$208K Buy
12,357
+657
+6% +$11.5K 0.08% 107
2023
Q2 		$204K Buy
11,700
+429
+4% +$7.08K 0.08% 107
2023
Q1 		$182K Buy
11,271
+1,017
+10% +$16K 0.08% 117
2022
Q4 		$154K Buy
10,254
+339
+3% +$5.13K 0.1% 120
2022
Q3 		$140K Buy
9,915
+93
+0.9% +$1.46K 0.1% 121
2022
Q2 		$146K Sell
9,822
-9,744
-50% -$158K 0.12% 123
2022
Q1 		$352K Buy
19,566
+9,810
+101% +$174K 0.25% 90
2021
Q4 		$185K Buy
9,756
+36
+0.4% +$665 0.14% 126
2021
Q3 		$180K Buy
9,720
+30
+0.3% +$535 0.14% 126
2021
Q2 		$168K Buy
9,690
+480
+5% +$8.1K 0.12% 141
2021
Q1 		$147K Buy
9,210
+24
+0.3% +$376 0.12% 139
2020
Q4 		$139K Buy
+9,186
New +$131K 0.13% 108
2018
Q3 		$154K Buy
13,260
+36
+0.3% +$409 0.1% 151
2018
Q2 		$143K Hold
13,224
– – 0.1% 143
2018
Q1 		$139K Buy
13,224
+36
+0.3% +$392 0.11% 139
2017
Q4 		$115K Buy
+13,188
New +$137K 0.09% 160

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

Wagner Wealth Management (South Carolina)'s SCHX Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q2 2026, buying an estimated $8.37K and bringing the position to 10,075 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #118.

Wagner Wealth Management (South Carolina) first reported a position in SCHX in Q4 2017 and has held it in 27 quarters since. The position peaked at $352K in Q1 2022. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 10,075 shares of Schwab US Large- Cap ETF worth $297K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 293 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8.37K.
  • Schwab US Large- Cap ETF made up 0.05% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #118 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s Schwab US Large- Cap ETF position peaked at $352K in Q1 2022.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.