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WPG Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

WPG Advisers’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 		$410K Sell
13,940
-419
-3% -$12K 0.24% 56
2026
Q1 		$368K Sell
14,359
-973
-6% -$26.1K 0.27% 47
2025
Q4 		$413K Sell
15,332
-974
-6% -$26K 0.31% 45
2025
Q3 		$430K Sell
16,306
-989
-6% -$25.1K 0.33% 43
2025
Q2 		$423K Sell
17,295
-534
-3% -$12.1K 0.36% 43
2025
Q1 		$394K Sell
17,829
-7,596
-30% -$177K 0.37% 41
2024
Q4 		$589K Buy
+25,425
New +$593K 0.55% 27

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

WPG Advisers's SCHX Position: Q2 2026 in Review

WPG Advisers reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.9% in Q2 2026, selling an estimated $12K and leaving 13,940 shares worth $410K. The position accounts for 0.24% of the portfolio, ranked #56.

WPG Advisers first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $589K in Q4 2024. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • WPG Advisers held 13,940 shares of Schwab US Large- Cap ETF worth $410K as of Q2 2026.
  • WPG Advisers sold 419 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $12K.
  • Schwab US Large- Cap ETF made up 0.24% of WPG Advisers's portfolio in Q2 2026, its #56 holding.
  • WPG Advisers first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Schwab US Large- Cap ETF position peaked at $589K in Q4 2024.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.