Williams & Novak’s Schwab US Large- Cap ETF SCHX Stock Holding History

Williams & Novak’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	$701K	Hold	23,818	–	–	0.46%	57
2026 Q1	$615K	Hold	23,818	–	–	0.46%	59
2025 Q4	$641K	Sell	23,818 -452	-2%	-$12.1K	0.48%	55
2025 Q3	$639K	Hold	24,270	–	–	0.49%	52
2025 Q2	$593K	Hold	24,270	–	–	0.5%	56
2025 Q1	$538K	Hold	24,270	–	–	0.53%	51
2024 Q4	$563K	Hold	24,270	–	–	0.54%	49
2024 Q3	$549K	Sell	24,270 -273	-1%	-$5.95K	0.51%	54
2024 Q2	$526K	Buy	24,543 +201	+0.8%	+$4.15K	0.49%	51
2024 Q1	$458K	Hold	24,342	–	–	0.52%	48
2023 Q4	$458K	Buy	+24,342	New	+$427K	0.52%	48

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Williams & Novak's SCHX Position: Q2 2026 in Review

Williams & Novak held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 23,818 shares worth $701K. The position accounts for 0.46% of the portfolio, ranked #57.

Williams & Novak first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Williams & Novak held 23,818 shares of Schwab US Large- Cap ETF worth $701K as of Q2 2026.
Williams & Novak left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.46% of Williams & Novak's portfolio in Q2 2026, its #57 holding.
Williams & Novak first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.