Wealthcare Advisory Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealthcare Advisory Partners’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	$10.6M	Sell	360,461 -28,139	-7%	-$804K	0.2%	103
2026 Q1	$9.96M	Sell	388,600 -7,345	-2%	-$197K	0.19%	109
2025 Q4	$10.7M	Sell	395,945 -22,370	-5%	-$597K	0.21%	102
2025 Q3	$11M	Sell	418,315 -6,049	-1%	-$154K	0.23%	90
2025 Q2	$10.4M	Buy	424,364 +74,883	+21%	+$1.69M	0.24%	84
2025 Q1	$7.72M	Sell	349,481 -4,621	-1%	-$108K	0.21%	91
2024 Q4	$8.21M	Sell	354,102 -88,233	-20%	-$2.06M	0.23%	86
2024 Q3	$10M	Sell	442,335 -248,319	-36%	-$5.41M	0.29%	70
2024 Q2	$14.8M	Sell	690,654 -121,557	-15%	-$2.51M	0.46%	43
2024 Q1	$16.8M	Sell	812,211 -360,864	-31%	-$7.1M	0.55%	41
2023 Q4	$22.1M	Buy	1,173,075 +201,966	+21%	+$3.55M	0.88%	26
2023 Q3	$16.4M	Buy	971,109 +69,261	+8%	+$1.22M	0.75%	33
2023 Q2	$15.7M	Buy	901,848 +503,793	+127%	+$8.32M	0.7%	36
2023 Q1	$6.42M	Buy	398,055 +30,711	+8%	+$483K	0.28%	67
2022 Q4	$5.53M	Buy	367,344 +203,031	+124%	+$3.07M	0.26%	74
2022 Q3	$2.32M	Sell	164,313 -17,130	-9%	-$269K	0.13%	127
2022 Q2	$2.7M	Buy	181,443 +22,599	+14%	+$366K	0.16%	94
2022 Q1	$2.85M	Buy	158,844 +9,552	+6%	+$169K	0.17%	72
2021 Q4	$2.83M	Buy	149,292 +28,584	+24%	+$528K	0.17%	75
2021 Q3	$2.09M	Buy	120,708 +33,084	+38%	+$590K	0.14%	104
2021 Q2	$1.52M	Buy	87,624 +11,784	+16%	+$199K	0.1%	132
2021 Q1	$1.21M	Buy	75,840 +11,538	+18%	+$181K	0.09%	149
2020 Q4	$975K	Sell	64,302 -16,458	-20%	-$236K	0.09%	151
2020 Q3	$1.08M	Sell	80,760 -798	-1%	-$10.6K	0.12%	113
2020 Q2	$1.01M	Sell	81,558 -10,344	-11%	-$121K	0.13%	102
2020 Q1	$938K	Sell	91,902 -231,414	-72%	-$2.81M	0.14%	96
2019 Q4	$4.14M	Sell	323,316 -11,616	-3%	-$142K	0.53%	30
2019 Q3	$3.96M	Sell	334,932 -8,556	-2%	-$101K	0.57%	29
2019 Q2	$4.02M	Sell	343,488 -2,160	-0.6%	-$24.8K	0.64%	26
2019 Q1	$3.9M	Sell	345,648 -7,776	-2%	-$84.3K	0.66%	26
2018 Q4	$3.52M	Buy	353,424 +348,330	+6,838%	+$3.74M	0.68%	26
2018 Q3	$59K	Sell	5,094 -960	-16%	-$10.9K	0.01%	432
2018 Q2	$66K	Hold	6,054	–	–	0.01%	411
2018 Q1	$64K	Buy	+6,054	New	+$65.8K	0.01%	356

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

Wealthcare Advisory Partners's SCHX Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.2% in Q2 2026, selling an estimated $804K and leaving 360,461 shares worth $10.6M. The position accounts for 0.2% of the portfolio, ranked #103.

Wealthcare Advisory Partners first reported a position in SCHX in Q1 2018 and has held it in 34 quarters since. The position peaked at $22.1M in Q4 2023. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Wealthcare Advisory Partners held 360,461 shares of Schwab US Large- Cap ETF worth $10.6M as of Q2 2026.
Wealthcare Advisory Partners sold 28,139 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $804K.
Schwab US Large- Cap ETF made up 0.2% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #103 holding.
Wealthcare Advisory Partners first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 34 quarters since.
Wealthcare Advisory Partners's Schwab US Large- Cap ETF position peaked at $22.1M in Q4 2023.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.