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Weatherly Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Weatherly Asset Management’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 		$313K Sell
10,644
-1
-0% -$29 0.02% 163
2026
Q1 		$273K Hold
10,645
– – 0.02% 166
2025
Q4 		$286K Buy
+10,645
New +$284K 0.02% 166

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

Weatherly Asset Management's SCHX Position: Q2 2026 in Review

Weatherly Asset Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q2 2026, selling an estimated $29 and leaving 10,644 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #163.

Weatherly Asset Management first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 750 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Weatherly Asset Management held 10,644 shares of Schwab US Large- Cap ETF worth $313K as of Q2 2026.
  • Weatherly Asset Management sold 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
  • Schwab US Large- Cap ETF made up 0.02% of Weatherly Asset Management's portfolio in Q2 2026, its #163 holding.
  • Weatherly Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 750 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.