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WealthCollab’s Schwab US Large- Cap ETF SCHX Stock Holding History

WealthCollab’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 		$353K Hold
11,984
– – 0.13% 68
2026
Q1 		$307K Hold
11,984
– – 0.13% 60
2025
Q4 		$322K Buy
11,984
+10,946
+1,055% +$292K 0.13% 64
2025
Q3 		$27.3K Hold
1,038
– – 0.01% 299
2025
Q2 		$25.4K Hold
1,038
– – 0.01% 295
2025
Q1 		$22.9K Hold
1,038
– – 0.01% 290
2024
Q4 		$24.1K Hold
1,038
– – 0.02% 272
2024
Q3 		$23.5K Buy
1,038
+3
+0.3% +$65 0.02% 282
2024
Q2 		$22.2K Hold
1,035
– – 0.02% 270
2024
Q1 		$21.4K Hold
1,035
– – 0.02% 290
2023
Q4 		$19.5K Buy
+1,035
New +$18.2K 0.02% 280

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

WealthCollab's SCHX Position: Q2 2026 in Review

WealthCollab held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 11,984 shares worth $353K. The position accounts for 0.13% of the portfolio, ranked #68.

WealthCollab first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • WealthCollab held 11,984 shares of Schwab US Large- Cap ETF worth $353K as of Q2 2026.
  • WealthCollab left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.13% of WealthCollab's portfolio in Q2 2026, its #68 holding.
  • WealthCollab first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.