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Whipplewood Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Whipplewood Advisors’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 		$16.2K Sell
550
-6,426
-92% -$183K 0.01% 211
2026
Q1 		$179K Buy
6,976
+6,420
+1,155% +$172K 0.09% 139
2025
Q4 		$15K Sell
556
-29
-5% -$774 0.01% 263
2025
Q3 		$15.4K Sell
585
-24,198
-98% -$614K 0.01% 257
2025
Q2 		$606K Buy
24,783
+21,830
+739% +$494K 0.33% 82
2025
Q1 		$510K Sell
2,953
-20,974
-88% -$488K 0.3% 79
2024
Q4 		$555K Buy
+23,927
New +$558K 0.32% 78

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

Whipplewood Advisors's SCHX Position: Q2 2026 in Review

Whipplewood Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 92% in Q2 2026, selling an estimated $183K and leaving 550 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #211.

Whipplewood Advisors first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $606K in Q2 2025. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Whipplewood Advisors held 550 shares of Schwab US Large- Cap ETF worth $16.2K as of Q2 2026.
  • Whipplewood Advisors sold 6,426 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $183K.
  • Schwab US Large- Cap ETF made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #211 holding.
  • Whipplewood Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Schwab US Large- Cap ETF position peaked at $606K in Q2 2025.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.