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

Wealthquest’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	$440K	Buy	14,943 +2,721	+22%	+$77.7K	0.03%	103
2026 Q1	$313K	Buy	+12,222	New	+$328K	0.02%	109
2021 Q1	–	Sell	-13,548	Closed	-$205K	–	143
2020 Q4	$205K	Sell	13,548 -5,862	-30%	-$83.9K	0.04%	133
2020 Q3	$260K	Sell	19,410 -2,190	-10%	-$29.1K	0.06%	91
2020 Q2	$266K	Buy	+21,600	New	+$252K	0.07%	89
2019 Q4	$628K	Sell	49,086 -11,178	-19%	-$137K	0.18%	71
2019 Q3	$712K	Sell	60,264 -16,104	-21%	-$190K	0.24%	65
2019 Q2	$893K	Sell	76,368 -9,180	-11%	-$105K	0.34%	59
2019 Q1	$963K	Buy	85,548 +7,530	+10%	+$81.6K	0.36%	54
2018 Q4	$776K	Buy	+78,018	New	+$837K	0.32%	58

Other funds holding SCHX

SFG

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

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Wealthquest's SCHX Position: Q2 2026 in Review

Wealthquest increased its Schwab US Large- Cap ETF (SCHX) stake by 22% in Q2 2026, buying an estimated $77.7K and bringing the position to 14,943 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #103.

Wealthquest first reported a position in SCHX in Q4 2018 and has held it in 10 quarters since. The position peaked at $963K in Q1 2019. 614 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Wealthquest held 14,943 shares of Schwab US Large- Cap ETF worth $440K as of Q2 2026.
Wealthquest bought 2,721 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $77.7K.
Schwab US Large- Cap ETF made up 0.03% of Wealthquest's portfolio in Q2 2026, its #103 holding.
Wealthquest first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 10 quarters since.
Wealthquest's Schwab US Large- Cap ETF position peaked at $963K in Q1 2019.
614 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.