Wynn Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wynn Capital’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	$2.38M	Hold	81,015	–	–	1.06%	28
2026 Q1	$2.08M	Hold	81,015	–	–	1.07%	29
2025 Q4	$2.18M	Hold	81,015	–	–	1.06%	26
2025 Q3	$2.13M	Hold	81,015	–	–	1.04%	28
2025 Q2	$1.98M	Hold	81,015	–	–	1.06%	25
2025 Q1	$1.79M	Sell	81,015 -15,000	-16%	-$349K	1.06%	28
2024 Q4	$2.23M	Hold	96,015	–	–	1.4%	18
2024 Q3	$2.17M	Hold	96,015	–	–	1.42%	17
2024 Q2	$2.06M	Hold	96,015	–	–	1.52%	17
2024 Q1	$1.99M	Sell	96,015 -1,575	-2%	-$31K	1.54%	17
2023 Q4	$1.83M	Buy	+97,590	New	+$1.71M	1.5%	18

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

OWM

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

Wynn Capital's SCHX Position: Q2 2026 in Review

Wynn Capital held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 81,015 shares worth $2.38M. The position accounts for 1.06% of the portfolio, ranked #28.

Wynn Capital first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 820 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Wynn Capital held 81,015 shares of Schwab US Large- Cap ETF worth $2.38M as of Q2 2026.
Wynn Capital left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 1.06% of Wynn Capital's portfolio in Q2 2026, its #28 holding.
Wynn Capital first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
820 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Wynn Capital's 13F filing for Q2 2026, filed 8 Jul 2026.