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

Williams Jones 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 		$432K Sell
14,690
-5,316
-27% -$152K ﹤0.01% 399
2026
Q1 		$513K Sell
20,006
-10,266
-34% -$275K 0.01% 348
2025
Q4 		$815K Buy
30,272
+2,321
+8% +$62K 0.01% 286
2025
Q3 		$736K Sell
27,951
-14
-0.1% -$356 0.01% 298
2025
Q2 		$683K Hold
27,965
– – 0.01% 302
2025
Q1 		$617K Buy
27,965
+4,436
+19% +$103K 0.01% 307
2024
Q4 		$545K Sell
23,529
-138
-0.6% -$3.22K 0.01% 330
2024
Q3 		$535K Buy
23,667
+597
+3% +$13K 0.01% 348
2024
Q2 		$494K Buy
23,070
+60
+0.3% +$1.24K 0.01% 348
2024
Q1 		$476K Buy
23,010
+213
+0.9% +$4.19K 0.01% 363
2023
Q4 		$429K Sell
22,797
-333
-1% -$5.85K 0.01% 368
2023
Q3 		$390K Buy
23,130
+1,941
+9% +$34.1K 0.01% 378
2023
Q2 		$370K Buy
21,189
+2,535
+14% +$41.9K 0.01% 392
2023
Q1 		$301K Buy
+18,654
New +$294K ﹤0.01% 443
2022
Q2 		– Sell
-11,385
Closed -$204K – 604
2022
Q1 		$204K Buy
11,385
+33
+0.3% +$584 ﹤0.01% 487
2021
Q4 		$215K Buy
+11,352
New +$210K ﹤0.01% 456

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Williams Jones Wealth Management's SCHX Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 27% in Q2 2026, selling an estimated $152K and leaving 14,690 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Williams Jones Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 16 quarters since. The position peaked at $815K in Q4 2025. 986 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Williams Jones Wealth Management held 14,690 shares of Schwab US Large- Cap ETF worth $432K as of Q2 2026.
  • Williams Jones Wealth Management sold 5,316 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $152K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Williams Jones Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Williams Jones Wealth Management's Schwab US Large- Cap ETF position peaked at $815K in Q4 2025.
  • 986 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.