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

Westshore Wealth’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 		$413K Buy
14,030
+37
+0.3% +$1.06K 0.13% 66
2026
Q1 		$359K Buy
13,993
+40
+0.3% +$1.07K 0.13% 64
2025
Q4 		$375K Buy
13,953
+42
+0.3% +$1.12K 0.12% 65
2025
Q3 		$366K Sell
13,911
-871
-6% -$22.1K 0.13% 67
2025
Q2 		$361K Buy
14,782
+43
+0.3% +$972 0.14% 65
2025
Q1 		$325K Buy
14,739
+46
+0.3% +$1.07K 0.14% 67
2024
Q4 		$341K Buy
14,693
+47
+0.3% +$1.09K 0.14% 63
2024
Q3 		$331K Buy
14,646
+90
+0.6% +$1.96K 0.14% 62
2024
Q2 		$312K Hold
14,556
– – 0.13% 60
2024
Q1 		$301K Buy
14,556
+48
+0.3% +$945 0.13% 66
2023
Q4 		$273K Buy
14,508
+60
+0.4% +$1.05K 0.13% 65
2023
Q3 		$244K Buy
14,448
+54
+0.4% +$947 0.14% 71
2023
Q2 		$251K Buy
14,394
+51
+0.4% +$842 0.13% 88
2023
Q1 		$231K Buy
14,343
+57
+0.4% +$897 0.12% 95
2022
Q4 		$215K Buy
14,286
+63
+0.4% +$954 0.12% 99
2022
Q3 		$201K Buy
14,223
+60
+0.4% +$941 0.14% 88
2022
Q2 		$211K Buy
14,163
+57
+0.4% +$924 0.14% 88
2022
Q1 		$253K Buy
14,106
+42
+0.3% +$744 0.17% 81
2021
Q4 		$267K Buy
+14,064
New +$260K 0.18% 69

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

Westshore Wealth's SCHX Position: Q2 2026 in Review

Westshore Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $1.06K and bringing the position to 14,030 shares worth $413K. The position accounts for 0.13% of the portfolio, ranked #66.

Westshore Wealth first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Westshore Wealth held 14,030 shares of Schwab US Large- Cap ETF worth $413K as of Q2 2026.
  • Westshore Wealth bought 37 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.06K.
  • Schwab US Large- Cap ETF made up 0.13% of Westshore Wealth's portfolio in Q2 2026, its #66 holding.
  • Westshore Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.