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Stonebridge Financial Group, LLC/CA’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$1.72M Buy
+58,571
New +$1.67M 0.24% 79

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Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's SCHX Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 58,571 shares worth $1.72M. The stake represents 0.24% of the portfolio and ranks #79 among its holdings.

1,423 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 58,571 shares of Schwab US Large- Cap ETF worth $1.72M as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.24% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #79 holding.
  • 1,423 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.