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Wealth Management Nebraska’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealth Management Nebraska’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 		$203K Sell
6,906
-8,483
-55% -$242K 0.02% 103
2026
Q1 		$448K Buy
15,389
+7,608
+98% +$204K 0.05% 66
2025
Q4 		$209K Sell
7,781
-81
-1% -$2.16K 0.02% 87
2025
Q3 		$207K Buy
+7,862
New +$200K 0.02% 91

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

Wealth Management Nebraska's SCHX Position: Q2 2026 in Review

Wealth Management Nebraska reduced its Schwab US Large- Cap ETF (SCHX) stake by 55% in Q2 2026, selling an estimated $242K and leaving 6,906 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #103.

Wealth Management Nebraska first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. The position peaked at $448K in Q1 2026. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Wealth Management Nebraska held 6,906 shares of Schwab US Large- Cap ETF worth $203K as of Q2 2026.
  • Wealth Management Nebraska sold 8,483 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $242K.
  • Schwab US Large- Cap ETF made up 0.02% of Wealth Management Nebraska's portfolio in Q2 2026, its #103 holding.
  • Wealth Management Nebraska first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Wealth Management Nebraska's Schwab US Large- Cap ETF position peaked at $448K in Q1 2026.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wealth Management Nebraska's 13F filing for Q2 2026, filed 27 Jul 2026.