Westside Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Westside Investment 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	$14.1K	Hold	480	–	–	﹤0.01%	1028
2026 Q1	$12.3K	Sell	480 -343	-42%	-$9.2K	﹤0.01%	1051
2025 Q4	$22.2K	Hold	823	–	–	﹤0.01%	833
2025 Q3	$21.7K	Hold	823	–	–	﹤0.01%	855
2025 Q2	$20.1K	Sell	823 -171	-17%	-$3.87K	﹤0.01%	680
2025 Q1	$22K	Buy	994 +171	+21%	+$3.98K	﹤0.01%	545
2024 Q4	$19.1K	Buy	823 +343	+71%	+$7.99K	﹤0.01%	576
2024 Q3	$10.9K	Hold	480	–	–	﹤0.01%	669
2024 Q2	$10.3K	Hold	480	–	–	﹤0.01%	653
2024 Q1	$9.93K	Hold	480	–	–	﹤0.01%	628
2023 Q4	$9.02K	Hold	480	–	–	﹤0.01%	611
2023 Q3	$8.1K	Hold	480	–	–	﹤0.01%	623
2023 Q2	$8.38K	Hold	480	–	–	﹤0.01%	620
2023 Q1	$7.74K	Hold	480	–	–	﹤0.01%	633
2022 Q4	$7	Hold	480	–	–	﹤0.01%	657
2022 Q3	$6	Hold	480	–	–	﹤0.01%	673
2022 Q2	$7	Hold	480	–	–	﹤0.01%	648
2022 Q1	$8	Hold	480	–	–	﹤0.01%	642
2021 Q4	$9	Hold	480	–	–	﹤0.01%	610
2021 Q3	$8	Hold	480	–	–	﹤0.01%	605
2021 Q2	$8	Hold	480	–	–	﹤0.01%	602
2021 Q1	$7	Hold	480	–	–	﹤0.01%	595
2020 Q4	$7	Hold	480	–	–	﹤0.01%	534
2020 Q3	$6	Hold	480	–	–	﹤0.01%	536
2020 Q2	$5	Hold	480	–	–	﹤0.01%	541
2020 Q1	$4	Buy	+480	New	+$5.83K	﹤0.01%	554
2019 Q2	$8K	Buy	+708	New	+$8.13K	﹤0.01%	502

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

Westside Investment Management's SCHX Position: Q2 2026 in Review

Westside Investment Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 480 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Westside Investment Management first reported a position in SCHX in Q2 2019 and has held it in 27 quarters since. The position peaked at $22.2K in Q4 2025. 1,606 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Westside Investment Management held 480 shares of Schwab US Large- Cap ETF worth $14.1K as of Q2 2026.
Westside Investment Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1028 holding.
Westside Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 27 quarters since.
Westside Investment Management's Schwab US Large- Cap ETF position peaked at $22.2K in Q4 2025.
1,606 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.