Western Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Western Wealth 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	$7.03M	Sell	238,728 -10,312	-4%	-$294K	0.23%	89
2026 Q1	$6.39M	Buy	249,040 +126,095	+103%	+$3.38M	0.24%	80
2025 Q4	$3.31M	Buy	122,945 +5,831	+5%	+$156K	0.15%	135
2025 Q3	$3.08M	Sell	117,114 -4,999	-4%	-$127K	0.16%	121
2025 Q2	$2.98M	Buy	122,113 +264	+0.2%	+$5.97K	0.18%	109
2025 Q1	$2.69M	Sell	121,849 -128,719	-51%	-$3M	0.18%	116
2024 Q4	$5.81M	Sell	250,568 -5,524	-2%	-$129K	0.31%	65
2024 Q3	$5.79M	Buy	256,092 +114,552	+81%	+$2.5M	0.33%	59
2024 Q2	$3.03M	Sell	141,540 -4,200	-3%	-$86.8K	0.22%	88
2024 Q1	$3.01M	Sell	145,740 -73,302	-33%	-$1.44M	0.23%	86
2023 Q4	$4.12M	Buy	219,042 +24,987	+13%	+$439K	0.3%	73
2023 Q3	$3.27M	Buy	194,055 +9,432	+5%	+$165K	0.28%	76
2023 Q2	$3.22M	Sell	184,623 -6,576	-3%	-$109K	0.27%	78
2023 Q1	$3.08M	Buy	191,199 +123	+0.1%	+$1.94K	0.29%	79
2022 Q4	$2.88M	Sell	191,076 -129,615	-40%	-$1.96M	0.29%	79
2022 Q3	$4.59M	Buy	320,691 +4,473	+1%	+$70.2K	0.26%	85
2022 Q2	$4.73M	Sell	316,218 -1,221	-0.4%	-$19.8K	0.27%	81
2022 Q1	$5.7M	Buy	317,439 +138,777	+78%	+$2.46M	0.28%	77
2021 Q4	$3.39M	Buy	+178,662	New	+$3.3M	0.33%	61
2021 Q2	$2.86M	Buy	165,048 +18,384	+13%	+$310K	0.29%	75
2021 Q1	$2.35M	Sell	146,664 -618	-0.4%	-$9.68K	0.32%	72
2020 Q4	$2.23M	Sell	147,282 -1,410	-0.9%	-$20.2K	0.33%	71
2020 Q3	$2M	Sell	148,692 -6,090	-4%	-$80.9K	0.33%	69
2020 Q2	$1.91M	Sell	154,782 -10,320	-6%	-$120K	0.35%	61
2020 Q1	$1.69M	Buy	165,102 +4,134	+3%	+$50.2K	0.39%	57
2019 Q4	$2.06M	Sell	160,968 -2,346	-1%	-$28.8K	0.31%	73
2019 Q3	$1.93M	Sell	163,314 -3,690	-2%	-$43.5K	0.4%	56
2019 Q2	$1.95M	Sell	167,004 -900	-0.5%	-$10.3K	0.26%	82
2019 Q1	$1.89M	Sell	167,904 -1,620	-1%	-$17.6K	0.42%	54
2018 Q4	$1.69M	Buy	+169,524	New	+$1.82M	0.45%	45

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Western Wealth Management's SCHX Position: Q2 2026 in Review

Western Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.1% in Q2 2026, selling an estimated $294K and leaving 238,728 shares worth $7.03M. The position accounts for 0.23% of the portfolio, ranked #89.

Western Wealth Management first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Western Wealth Management held 238,728 shares of Schwab US Large- Cap ETF worth $7.03M as of Q2 2026.
Western Wealth Management sold 10,312 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $294K.
Schwab US Large- Cap ETF made up 0.23% of Western Wealth Management's portfolio in Q2 2026, its #89 holding.
Western Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.