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

WealthShield 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 		– Sell
-107,966
Closed -$2.77M – 571
2026
Q1 		$2.77M Sell
107,966
-2,056
-2% -$55.2K 0.31% 93
2025
Q4 		$2.97M Sell
110,022
-958
-0.9% -$25.6K 0.33% 85
2025
Q3 		$2.92M Sell
110,980
-577
-0.5% -$14.7K 0.33% 86
2025
Q2 		$2.73M Sell
111,557
-7,309
-6% -$165K 0.33% 88
2025
Q1 		$2.62M Buy
118,866
+428
+0.4% +$9.96K 0.34% 88
2024
Q4 		$2.75M Sell
118,438
-2,042
-2% -$47.6K 0.39% 76
2024
Q3 		$2.72M Buy
120,480
+168
+0.1% +$3.66K 0.37% 78
2024
Q2 		$2.58M Buy
120,312
+3,249
+3% +$67.1K 0.39% 75
2024
Q1 		$2.42M Buy
117,063
+4,542
+4% +$89.4K 0.39% 77
2023
Q4 		$2.12M Buy
112,521
+123
+0.1% +$2.16K 0.35% 85
2023
Q3 		$1.9M Buy
112,398
+1,047
+0.9% +$18.4K 0.29% 98
2023
Q2 		$1.94M Buy
111,351
+6,462
+6% +$107K 0.29% 90
2023
Q1 		$1.69M Buy
104,889
+4,221
+4% +$66.4K 0.27% 98
2022
Q4 		$1.52M Buy
100,668
+17,112
+20% +$259K 0.29% 99
2022
Q3 		$1.18M Buy
83,556
+3,297
+4% +$51.7K 0.23% 111
2022
Q2 		$1.2M Buy
80,259
+3,612
+5% +$58.5K 0.24% 108
2022
Q1 		$1.38M Buy
+76,647
New +$1.36M 0.22% 110
2021
Q3 		– Sell
-40,242
Closed -$697K – 641
2021
Q2 		$697K Buy
40,242
+4,770
+13% +$80.5K 0.11% 135
2021
Q1 		$568K Sell
35,472
-9,744
-22% -$153K 0.1% 143
2020
Q4 		$685K Buy
45,216
+45,072
+31,300% +$645K 0.13% 134
2020
Q3 		$2K Buy
+144
New +$1.91K ﹤0.01% 379

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

WealthShield Partners's SCHX Position: Q2 2026 in Review

WealthShield Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 107,966 shares — an estimated $2.77M sold.

WealthShield Partners first reported a position in SCHX in Q3 2020 and held it in 21 quarters. The position peaked at $2.97M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • WealthShield Partners reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 107,966 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.77M.
  • WealthShield Partners first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 21 quarters.
  • WealthShield Partners's Schwab US Large- Cap ETF position peaked at $2.97M in Q4 2025.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.