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

Watershed 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	$591K	Sell	20,072 -11,697	-37%	-$334K	0.17%	77
2026 Q1	$815K	Sell	31,769 -149	-0.5%	-$4K	0.25%	61
2025 Q4	$859K	Sell	31,918 -1,261	-4%	-$33.7K	0.26%	61
2025 Q3	$874K	Buy	33,179 +844	+3%	+$21.4K	0.28%	59
2025 Q2	$790K	Sell	32,335 -13	-0%	-$294	0.29%	56
2025 Q1	$714K	Sell	32,348 -1	-0%	-$23	0.29%	57
2024 Q4	$750K	Buy	32,349 +294	+0.9%	+$6.85K	0.29%	56
2024 Q3	$725K	Hold	32,055	–	–	0.29%	58
2024 Q2	$687K	Hold	32,055	–	–	0.29%	61
2024 Q1	$663K	Buy	32,055 +4,845	+18%	+$95.4K	0.29%	63
2023 Q4	$512K	Sell	27,210 -5,625	-17%	-$98.8K	0.28%	64
2023 Q3	$554K	Hold	32,835	–	–	0.34%	57
2023 Q2	$573K	Hold	32,835	–	–	0.35%	54
2023 Q1	$529K	Buy	32,835 +11,697	+55%	+$184K	0.36%	53
2022 Q4	$318K	Buy	+21,138	New	+$320K	0.24%	64

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Watershed Private Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 37% in Q2 2026, selling an estimated $334K and leaving 20,072 shares worth $591K. The position accounts for 0.17% of the portfolio, ranked #77.

Watershed Private Wealth first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $874K in Q3 2025. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Watershed Private Wealth held 20,072 shares of Schwab US Large- Cap ETF worth $591K as of Q2 2026.
Watershed Private Wealth sold 11,697 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $334K.
Schwab US Large- Cap ETF made up 0.17% of Watershed Private Wealth's portfolio in Q2 2026, its #77 holding.
Watershed Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's Schwab US Large- Cap ETF position peaked at $874K in Q3 2025.
1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.