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Wiser Advisor Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wiser Advisor Group’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 		$2.26M Buy
76,743
+99
+0.1% +$2.83K 2.47% 11
2026
Q1 		$1.97M Sell
76,644
-791
-1% -$21.2K 2.38% 14
2025
Q4 		$2.08M Buy
77,435
+2,292
+3% +$61.2K 2.38% 12
2025
Q3 		$1.98M Buy
75,143
+3,540
+5% +$89.9K 2.46% 14
2025
Q2 		$1.75M Buy
71,603
+7,809
+12% +$177K 3.04% 13
2025
Q1 		$1.41M Sell
63,794
-5,079
-7% -$118K 2.08% 18
2024
Q4 		$1.6M Buy
68,873
+1,340
+2% +$31.2K 2.32% 16
2024
Q3 		$1.53M Buy
67,533
+852
+1% +$18.6K 2.28% 14
2024
Q2 		$1.43M Sell
66,681
-54
-0.1% -$1.12K 2.25% 14
2024
Q1 		$1.38M Sell
66,735
-279
-0.4% -$5.49K 2.16% 15
2023
Q4 		$1.26M Buy
+67,014
New +$1.18M 2.1% 15

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

Wiser Advisor Group's SCHX Position: Q2 2026 in Review

Wiser Advisor Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.13% in Q2 2026, buying an estimated $2.83K and bringing the position to 76,743 shares worth $2.26M. The position accounts for 2.47% of the portfolio, ranked #11.

Wiser Advisor Group first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,603 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Wiser Advisor Group held 76,743 shares of Schwab US Large- Cap ETF worth $2.26M as of Q2 2026.
  • Wiser Advisor Group bought 99 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.83K.
  • Schwab US Large- Cap ETF made up 2.47% of Wiser Advisor Group's portfolio in Q2 2026, its #11 holding.
  • Wiser Advisor Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,603 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.