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

Wealthfront Advisers’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	$704K	Sell	23,931 -5,448	-19%	-$156K	﹤0.01%	795
2026 Q1	$753K	Buy	29,379 +18,418	+168%	+$494K	﹤0.01%	760
2025 Q4	$295K	Sell	10,961 -8,079	-42%	-$216K	﹤0.01%	927
2025 Q3	$502K	Buy	+19,040	New	+$484K	﹤0.01%	821
2019 Q4	–	Sell	-41,526	Closed	-$491K	–	500
2019 Q3	$491K	Sell	41,526 -3,534	-8%	-$41.6K	﹤0.01%	382
2019 Q2	$527K	Buy	45,060 +7,380	+20%	+$84.8K	﹤0.01%	378
2019 Q1	$425K	Buy	37,680 +1,596	+4%	+$17.3K	﹤0.01%	383
2018 Q4	$359K	Buy	+36,084	New	+$387K	﹤0.01%	377

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Wealthfront Advisers's SCHX Position: Q2 2026 in Review

Wealthfront Advisers reduced its Schwab US Large- Cap ETF (SCHX) stake by 19% in Q2 2026, selling an estimated $156K and leaving 23,931 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Wealthfront Advisers first reported a position in SCHX in Q4 2018 and has held it in 8 quarters since. The position peaked at $753K in Q1 2026. 1,345 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Wealthfront Advisers held 23,931 shares of Schwab US Large- Cap ETF worth $704K as of Q2 2026.
Wealthfront Advisers sold 5,448 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $156K.
Schwab US Large- Cap ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #795 holding.
Wealthfront Advisers first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 8 quarters since.
Wealthfront Advisers's Schwab US Large- Cap ETF position peaked at $753K in Q1 2026.
1,345 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.