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Westco Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Westco Advisory Services’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 		$1.26M Sell
42,959
-960
-2% -$27.4K 0.76% 27
2026
Q1 		$1.13M Sell
43,919
-1,430
-3% -$38.4K 0.72% 32
2025
Q4 		$1.22M Buy
+45,349
New +$1.21M 0.75% 29

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

Westco Advisory Services's SCHX Position: Q2 2026 in Review

Westco Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.2% in Q2 2026, selling an estimated $27.4K and leaving 42,959 shares worth $1.26M. The position accounts for 0.76% of the portfolio, ranked #27.

Westco Advisory Services first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Westco Advisory Services held 42,959 shares of Schwab US Large- Cap ETF worth $1.26M as of Q2 2026.
  • Westco Advisory Services sold 960 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $27.4K.
  • Schwab US Large- Cap ETF made up 0.76% of Westco Advisory Services's portfolio in Q2 2026, its #27 holding.
  • Westco Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.