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Wealth Enhancement Trust Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealth Enhancement Trust Services’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 		$9.94M Sell
337,673
-28,951
-8% -$827K 1.1% 21
2026
Q1 		$9.4M Buy
366,624
+3,726
+1% +$100K 1.14% 19
2025
Q4 		$9.77M Buy
+362,898
New +$9.69M 1.23% 17

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Wealth Enhancement Trust Services's SCHX Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.9% in Q2 2026, selling an estimated $827K and leaving 337,673 shares worth $9.94M. The position accounts for 1.1% of the portfolio, ranked #21.

Wealth Enhancement Trust Services first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Wealth Enhancement Trust Services held 337,673 shares of Schwab US Large- Cap ETF worth $9.94M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 28,951 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $827K.
  • Schwab US Large- Cap ETF made up 1.1% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #21 holding.
  • Wealth Enhancement Trust Services first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.