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Womack Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Womack Financial’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 		$2.51M Buy
85,345
+9,652
+13% +$276K 1.66% 18
2026
Q1 		$1.94M Buy
75,693
+12,300
+19% +$330K 1.43% 22
2025
Q4 		$1.71M Buy
63,393
+14,791
+30% +$395K 1.26% 23
2025
Q3 		$1.28M Buy
48,602
+37,731
+347% +$958K 0.97% 31
2025
Q2 		$266K Hold
10,871
– – 0.22% 60
2025
Q1 		$240K Sell
10,871
-2,491
-19% -$58K 0.22% 62
2024
Q4 		$310K Buy
+13,362
New +$311K 0.27% 54

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

Womack Financial's SCHX Position: Q2 2026 in Review

Womack Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q2 2026, buying an estimated $276K and bringing the position to 85,345 shares worth $2.51M. The position accounts for 1.66% of the portfolio, ranked #18.

Womack Financial first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,593 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Womack Financial held 85,345 shares of Schwab US Large- Cap ETF worth $2.51M as of Q2 2026.
  • Womack Financial bought 9,652 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $276K.
  • Schwab US Large- Cap ETF made up 1.66% of Womack Financial's portfolio in Q2 2026, its #18 holding.
  • Womack Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.