WealthCare Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

WealthCare Investment 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	$205K	Buy	+6,975	New	+$199K	0.05%	199
2024 Q2	–	Sell	-9,810	Closed	-$203K	–	138
2024 Q1	$203K	Buy	+9,810	New	+$193K	0.1%	128
2023 Q1	–	Sell	-17,808	Closed	-$268K	–	131
2022 Q4	$268K	Buy	+17,808	New	+$270K	0.18%	93
2022 Q2	–	Sell	-11,421	Closed	-$201K	–	113
2022 Q1	$201K	Buy	11,421 +249	+2%	+$4.41K	0.18%	104
2021 Q4	$212K	Buy	+11,172	New	+$206K	0.21%	98

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 Investment Partners's SCHX Position: Q2 2026 in Review

WealthCare Investment Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 6,975 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #199 among its holdings. This is a return to the name: WealthCare Investment Partners previously reported a position in SCHX as recently as Q1 2024.

WealthCare Investment Partners first reported a position in SCHX in Q4 2021 and has held it in 5 quarters since. The position peaked at $268K in Q4 2022. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

WealthCare Investment Partners held 6,975 shares of Schwab US Large- Cap ETF worth $205K as of Q2 2026.
Schwab US Large- Cap ETF was a new WealthCare Investment Partners position in Q2 2026.
Schwab US Large- Cap ETF made up 0.05% of WealthCare Investment Partners's portfolio in Q2 2026, its #199 holding.
WealthCare Investment Partners first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 5 quarters since.
WealthCare Investment Partners's Schwab US Large- Cap ETF position peaked at $268K in Q4 2022.
1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.