Advisor Resource Council’s Schwab US Large- Cap ETF SCHX Stock Holding History

Advisor Resource Council’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	$989K	Sell	33,362 -170	-0.5%	-$4.85K	0.28%	70
2026 Q1	$860K	Buy	33,532 +27	+0.1%	+$724	0.28%	69
2025 Q4	$918K	Buy	+33,505	New	+$895K	0.33%	65
2025 Q2	–	Sell	-16,718	Closed	-$265K	–	508
2025 Q1	$265K	Buy	+16,718	New	+$389K	0.02%	492
2024 Q1	–	Sell	-12,000	Closed	-$226K	–	472
2023 Q4	$226K	Buy	+12,000	New	+$211K	0.03%	424
2022 Q3	–	Sell	-25,356	Closed	-$378K	–	435
2022 Q2	$378K	Buy	+25,356	New	+$411K	0.04%	331
2022 Q1	–	Sell	-12,678	Closed	-$241K	–	475
2021 Q4	$241K	Buy	+12,678	New	+$234K	0.02%	508
2021 Q3	–	Sell	-12,486	Closed	-$216K	–	436
2021 Q2	$216K	Buy	+12,486	New	+$211K	0.02%	457

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Advisor Resource Council's SCHX Position: Q2 2026 in Review

Advisor Resource Council reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.51% in Q2 2026, selling an estimated $4.85K and leaving 33,362 shares worth $989K. The position accounts for 0.28% of the portfolio, ranked #70.

Advisor Resource Council first reported a position in SCHX in Q2 2021 and has held it in 8 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Advisor Resource Council held 33,362 shares of Schwab US Large- Cap ETF worth $989K as of Q2 2026.
Advisor Resource Council sold 170 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.85K.
Schwab US Large- Cap ETF made up 0.28% of Advisor Resource Council's portfolio in Q2 2026, its #70 holding.
Advisor Resource Council first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 8 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.