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

Access Financial Services’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 		$41.4M Sell
1,407,284
-19,483
-1% -$556K 13.58% 1
2026
Q1 		$36.6M Sell
1,426,767
-91,967
-6% -$2.47M 12.97% 1
2025
Q4 		$40.9M Buy
1,518,734
+110,238
+8% +$2.94M 14.88% 1
2025
Q3 		$37.1M Sell
1,408,496
-134,668
-9% -$3.42M 13.44% 1
2025
Q2 		$37.7M Sell
1,543,164
-45,130
-3% -$1.02M 14.26% 2
2025
Q1 		$35.1M Buy
1,588,294
+64,459
+4% +$1.5M 14.11% 1
2024
Q4 		$35.3M Sell
1,523,835
-41,826
-3% -$975K 15.73% 1
2024
Q3 		$35.4M Sell
1,565,661
-234,420
-13% -$5.11M 16.24% 1
2024
Q2 		$38.6M Sell
1,800,081
-19,311
-1% -$399K 17.52% 1
2024
Q1 		$37.6M Sell
1,819,392
-98,703
-5% -$1.94M 16.83% 1
2023
Q4 		$36.1M Buy
1,918,095
+32,814
+2% +$576K 18.58% 1
2023
Q3 		$31.8M Buy
1,885,281
+17,124
+0.9% +$300K 19.04% 1
2023
Q2 		$32.6M Buy
1,868,157
+89,598
+5% +$1.48M 19.01% 1
2023
Q1 		$28.7M Sell
1,778,559
-100,485
-5% -$1.58M 17.43% 1
2022
Q4 		$28.3M Buy
1,879,044
+103,314
+6% +$1.56M 17.26% 1
2022
Q3 		$25.1M Buy
1,775,730
+117,021
+7% +$1.84M 16.23% 1
2022
Q2 		$24.7M Buy
1,658,709
+102,639
+7% +$1.66M 14.13% 1
2022
Q1 		$27.9M Buy
1,556,070
+122,418
+9% +$2.17M 13.28% 1
2021
Q4 		$27.2M Buy
1,433,652
+137,370
+11% +$2.54M 12.22% 1
2021
Q3 		$22.5M Buy
1,296,282
+133,236
+11% +$2.38M 10.14% 1
2021
Q2 		$20.2M Sell
1,163,046
-40,524
-3% -$684K 9.37% 2
2021
Q1 		$19.3M Buy
1,203,570
+30,498
+3% +$478K 9.03% 3
2020
Q4 		$17.8M Sell
1,173,072
-83,880
-7% -$1.2M 8.7% 3
2020
Q3 		$16.9M Sell
1,256,952
-31,110
-2% -$413K 9.12% 3
2020
Q2 		$15.9M Sell
1,288,062
-168
-0% -$1.96K 10.44% 3
2020
Q1 		$13.2M Sell
1,288,230
-716,148
-36% -$8.7M 10.48% 3
2019
Q4 		$25.7M Sell
2,004,378
-34,104
-2% -$418K 14.86% 1
2019
Q3 		$24.1M Sell
2,038,482
-193,062
-9% -$2.28M 17.16% 1
2019
Q2 		$26.1M Sell
2,231,544
-245,598
-10% -$2.82M 19.9% 1
2019
Q1 		$27.9M Buy
2,477,142
+5,958
+0.2% +$64.6K 22% 1
2018
Q4 		$24.6M Sell
2,471,184
-38,976
-2% -$418K 21.88% 1
2018
Q3 		$29.1M Buy
2,510,160
+238,050
+10% +$2.71M 19.97% 1
2018
Q2 		$24.6M Buy
2,272,110
+64,446
+3% +$695K 17.33% 2
2018
Q1 		$23.2M Sell
2,207,664
-2,172
-0.1% -$23.6K 17.07% 2
2017
Q4 		$23.5M Buy
2,209,836
+4,260
+0.2% +$44.1K 16.2% 1
2017
Q3 		$22.1M Sell
2,205,576
-63,990
-3% -$628K 16.88% 1
2017
Q2 		$21.9M Sell
2,269,566
-81,210
-3% -$775K 17.91% 1
2017
Q1 		$22M Sell
2,350,776
-397,788
-14% -$3.68M 18.58% 1
2016
Q4 		$24.4M Buy
+2,748,564
New +$23.9M 22.2% 2

Other funds holding SCHX

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
Wealth Enhancement Advisory Services
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
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
FC
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

Access Financial Services's SCHX Position: Q2 2026 in Review

Access Financial Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q2 2026, selling an estimated $556K and leaving 1,407,284 shares worth $41.4M. The position accounts for 13.58% of the portfolio, ranked #1.

Access Financial Services first reported a position in SCHX in Q4 2016 and has held it in 39 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Access Financial Services held 1,407,284 shares of Schwab US Large- Cap ETF worth $41.4M as of Q2 2026.
  • Access Financial Services sold 19,483 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $556K.
  • Schwab US Large- Cap ETF made up 13.58% of Access Financial Services's portfolio in Q2 2026, its #1 holding.
  • Access Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.