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Waldron Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Waldron Private Wealth’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 		$502K Hold
17,051
– – 0.02% 226
2026
Q1 		$437K Sell
17,051
-1,325
-7% -$35.5K 0.02% 230
2025
Q4 		$494K Sell
18,376
-940
-5% -$25.1K 0.02% 209
2025
Q3 		$509K Hold
19,316
– – 0.02% 203
2025
Q2 		$472K Buy
19,316
+1,053
+6% +$23.8K 0.02% 195
2025
Q1 		$403K Hold
18,263
– – 0.02% 202
2024
Q4 		$423K Buy
18,263
+2,372
+15% +$55.3K 0.02% 275
2024
Q3 		$359K Buy
+15,891
New +$346K 0.01% 300
2021
Q4 		– Sell
-15,474
Closed -$268K – 381
2021
Q3 		$268K Sell
15,474
-2,250
-13% -$40.1K 0.02% 303
2021
Q2 		$307K Hold
17,724
– – 0.02% 268
2021
Q1 		$283K Hold
17,724
– – 0.02% 252
2020
Q4 		$268K Hold
17,724
– – 0.02% 241
2020
Q3 		$238K Sell
17,724
-1,200
-6% -$15.9K 0.02% 236
2020
Q2 		$233K Buy
+18,924
New +$221K 0.02% 222
2020
Q1 		– Sell
-17,724
Closed -$226K – 290
2019
Q4 		$226K Hold
17,724
– – 0.02% 243
2019
Q3 		$209K Hold
17,724
– – 0.02% 237
2019
Q2 		$208K Sell
17,724
-888
-5% -$10.2K 0.02% 230
2019
Q1 		$209K Sell
18,612
-1,674
-8% -$18.1K 0.02% 239
2018
Q4 		$201K Sell
20,286
-3,084
-13% -$33.1K 0.03% 204
2018
Q3 		$270K Hold
23,370
– – 0.05% 154
2018
Q2 		$253K Hold
23,370
– – 0.05% 147
2018
Q1 		$245K Sell
23,370
-11,376
-33% -$124K 0.06% 142
2017
Q4 		$369K Buy
+34,746
New +$360K 0.09% 102

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

Waldron Private Wealth's SCHX Position: Q2 2026 in Review

Waldron Private Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 17,051 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #226.

Waldron Private Wealth first reported a position in SCHX in Q4 2017 and has held it in 23 quarters since. The position peaked at $509K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Waldron Private Wealth held 17,051 shares of Schwab US Large- Cap ETF worth $502K as of Q2 2026.
  • Waldron Private Wealth left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #226 holding.
  • Waldron Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 23 quarters since.
  • Waldron Private Wealth's Schwab US Large- Cap ETF position peaked at $509K in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.