WHC
SCHX icon

Wulff, Hansen & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wulff, Hansen & Co’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 		$276K Buy
+9,390
New +$268K 0.21% 93
2025
Q2 		– Sell
-12,100
Closed -$303K – 105
2025
Q1 		$303K Buy
12,100
+140
+1% +$3.26K 0.28% 84
2024
Q4 		$333K Buy
11,960
+4,745
+66% +$111K 0.32% 71
2024
Q3 		$251K Buy
+7,215
New +$157K 0.23% 89

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

Wulff, Hansen & Co's SCHX Position: Q2 2026 in Review

Wulff, Hansen & Co opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 9,390 shares worth $276K. The stake represents 0.21% of the portfolio and ranks #93 among its holdings. This is a return to the name: Wulff, Hansen & Co previously reported a position in SCHX as recently as Q1 2025.

Wulff, Hansen & Co first reported a position in SCHX in Q3 2024 and has held it in 4 quarters since. The position peaked at $333K in Q4 2024. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Wulff, Hansen & Co held 9,390 shares of Schwab US Large- Cap ETF worth $276K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Wulff, Hansen & Co position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.21% of Wulff, Hansen & Co's portfolio in Q2 2026, its #93 holding.
  • Wulff, Hansen & Co first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • Wulff, Hansen & Co's Schwab US Large- Cap ETF position peaked at $333K in Q4 2024.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.