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

Wealthcare Capital 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 		$847K Buy
+28,776
New +$822K 0.35% 61
2025
Q4 		– Sell
-8,099
Closed -$213K – 158
2025
Q3 		$213K Sell
8,099
-5,490
-40% -$139K 0.1% 138
2025
Q2 		$332K Sell
13,589
-2,945
-18% -$66.6K 0.17% 102
2025
Q1 		$365K Sell
16,534
-204
-1% -$4.75K 0.19% 88
2024
Q4 		$388K Buy
+16,738
New +$390K 0.2% 79

Other funds holding SCHX

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Wealthcare Capital Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 28,776 shares worth $847K. The stake represents 0.35% of the portfolio and ranks #61 among its holdings. This is a return to the name: Wealthcare Capital Partners previously reported a position in SCHX as recently as Q3 2025.

Wealthcare Capital Partners first reported a position in SCHX in Q4 2024 and has held it in 5 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Wealthcare Capital Partners held 28,776 shares of Schwab US Large- Cap ETF worth $847K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Wealthcare Capital Partners position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.35% of Wealthcare Capital Partners's portfolio in Q2 2026, its #61 holding.
  • Wealthcare Capital Partners first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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