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Wealthspire Advisors (New York)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealthspire Advisors (New York)’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 		$83.6M Buy
2,840,786
+17,856
+0.6% +$510K 0.46% 41
2026
Q1 		$72.4M Buy
2,822,930
+6,521
+0.2% +$175K 0.57% 33
2025
Q4 		$75.8M Sell
2,816,409
-2,914,447
-51% -$77.8M 0.6% 31
2025
Q3 		$151M Sell
5,730,856
-111,468
-2% -$2.83M 0.79% 21
2025
Q2 		$143M Sell
5,842,324
-241,002
-4% -$5.45M 0.8% 21
2025
Q1 		$134M Buy
6,083,326
+2,974,256
+96% +$69.2M 0.8% 21
2024
Q4 		$72.1M Sell
3,109,070
-4,339
-0.1% -$101K 0.72% 25
2024
Q3 		$70.4M Sell
3,113,409
-51,930
-2% -$1.13M 0.72% 24
2024
Q2 		$67.8M Sell
3,165,339
-179,670
-5% -$3.71M 0.87% 24
2024
Q1 		$69.2M Sell
3,345,009
-189,510
-5% -$3.73M 0.92% 21
2023
Q4 		$66.4M Sell
3,534,519
-108,627
-3% -$1.91M 0.94% 22
2023
Q3 		$61.4M Sell
3,643,146
-97,506
-3% -$1.71M 1.01% 19
2023
Q2 		$65.3M Buy
3,740,652
+550,107
+17% +$9.08M 1.07% 19
2023
Q1 		$51.4M Sell
3,190,545
-52,587
-2% -$828K 0.88% 26
2022
Q4 		$48.8M Buy
3,243,132
+187,200
+6% +$2.83M 0.89% 25
2022
Q3 		$43.1M Buy
3,055,932
+145,704
+5% +$2.29M 0.9% 23
2022
Q2 		$43.3M Buy
2,910,228
+894,888
+44% +$14.5M 0.91% 20
2022
Q1 		$36.2M Buy
2,015,340
+42,492
+2% +$752K 0.81% 19
2021
Q4 		$37.4M Sell
1,972,848
-1,059,930
-35% -$19.6M 0.83% 20
2021
Q3 		$52.6M Buy
3,032,778
+922,380
+44% +$16.4M 1.09% 16
2021
Q2 		$36.6M Sell
2,110,398
-532,620
-20% -$8.99M 0.96% 16
2021
Q1 		$42.3M Sell
2,643,018
-297,120
-10% -$4.65M 1% 18
2020
Q4 		$44.6M Buy
+2,940,138
New +$42.1M 1.33% 16
2020
Q2 		– Sell
-3,808,200
Closed -$38.9M – 486
2020
Q1 		$38.9M Buy
+3,808,200
New +$46.3M 1.63% 13

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

Wealthspire Advisors (New York)'s SCHX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US Large- Cap ETF (SCHX) stake by 0.63% in Q2 2026, buying an estimated $510K and bringing the position to 2,840,786 shares worth $83.6M. The position accounts for 0.46% of the portfolio, ranked #41.

Wealthspire Advisors (New York) first reported a position in SCHX in Q1 2020 and has held it in 24 quarters since. The position peaked at $151M in Q3 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Wealthspire Advisors (New York) held 2,840,786 shares of Schwab US Large- Cap ETF worth $83.6M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 17,856 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $510K.
  • Schwab US Large- Cap ETF made up 0.46% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #41 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s Schwab US Large- Cap ETF position peaked at $151M in Q3 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.