Wedmont Private Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wedmont Private Capital’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	$3.72M	Sell	124,933 -3,765	-3%	-$108K	0.1%	112
2026 Q1	$3.43M	Buy	128,698 +84	+0.1%	+$2.25K	0.11%	106
2025 Q4	$3.5M	Sell	128,614 -18,349	-12%	-$490K	0.12%	100
2025 Q3	$3.89M	Buy	146,963 +34,263	+30%	+$870K	0.14%	84
2025 Q2	$2.79M	Buy	112,700 +533	+0.5%	+$12.1K	0.12%	105
2025 Q1	$2.36M	Buy	112,167 +81,352	+264%	+$1.89M	0.12%	96
2024 Q4	$709K	Buy	30,815 +11	+0%	+$256	0.04%	290
2024 Q3	$690K	Sell	30,804 -112,056	-78%	-$2.44M	0.04%	284
2024 Q2	$3.15M	Buy	142,860 +1,377	+1%	+$28.5K	0.2%	69
2024 Q1	$2.91M	Buy	141,483 +2,157	+2%	+$42.5K	0.21%	68
2023 Q4	$2.61M	Buy	139,326 +109,938	+374%	+$1.93M	0.21%	69
2023 Q3	$501K	Buy	+29,388	New	+$516K	0.05%	251

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

FIG

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Wedmont Private Capital's SCHX Position: Q2 2026 in Review

Wedmont Private Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.9% in Q2 2026, selling an estimated $108K and leaving 124,933 shares worth $3.72M. The position accounts for 0.1% of the portfolio, ranked #112.

Wedmont Private Capital first reported a position in SCHX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.89M in Q3 2025. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Wedmont Private Capital held 124,933 shares of Schwab US Large- Cap ETF worth $3.72M as of Q2 2026.
Wedmont Private Capital sold 3,765 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $108K.
Schwab US Large- Cap ETF made up 0.1% of Wedmont Private Capital's portfolio in Q2 2026, its #112 holding.
Wedmont Private Capital first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 12 quarters since.
Wedmont Private Capital's Schwab US Large- Cap ETF position peaked at $3.89M in Q3 2025.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.