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American Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

American Financial Advisors’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 		$2.48M Sell
84,350
-3,125
-4% -$89.2K 0.3% 39
2026
Q1 		$2.24M Buy
87,475
+9,183
+12% +$246K 0.3% 38
2025
Q4 		$2.11M Buy
78,292
+4,609
+6% +$123K 0.27% 39
2025
Q3 		$1.94M Sell
73,683
-3,390
-4% -$86.1K 0.25% 43
2025
Q2 		$1.88M Buy
77,073
+13
+0% +$294 0.26% 42
2025
Q1 		$1.7M Sell
77,060
-2,208
-3% -$51.4K 0.25% 43
2024
Q4 		$1.84M Sell
79,268
-4
-0% -$93 0.26% 43
2024
Q3 		$1.79M Buy
79,272
+9,375
+13% +$204K 0.24% 45
2024
Q2 		$1.5M Buy
69,897
+2,028
+3% +$41.9K 0.21% 49
2024
Q1 		$1.4M Buy
67,869
+1,314
+2% +$25.9K 0.2% 52
2023
Q4 		$1.25M Buy
66,555
+8,991
+16% +$158K 0.19% 50
2023
Q3 		$971K Buy
57,564
+12,978
+29% +$228K 0.15% 57
2023
Q2 		$778K Buy
44,586
+3,498
+9% +$57.8K 0.12% 66
2023
Q1 		$662K Buy
41,088
+2,049
+5% +$32.2K 0.11% 70
2022
Q4 		$588K Buy
39,039
+1,755
+5% +$26.6K 0.1% 72
2022
Q3 		$526K Buy
37,284
+2,103
+6% +$33K 0.09% 74
2022
Q2 		$524K Buy
35,181
+660
+2% +$10.7K 0.14% 48
2022
Q1 		$620K Sell
34,521
-201
-0.6% -$3.56K 0.09% 74
2021
Q4 		$659K Buy
34,722
+390
+1% +$7.21K 0.08% 76
2021
Q3 		$595K Sell
34,332
-336
-1% -$5.99K 0.08% 79
2021
Q2 		$601K Buy
34,668
+180
+0.5% +$3.04K 0.08% 81
2021
Q1 		$552K Buy
34,488
+318
+0.9% +$4.98K 0.08% 81
2020
Q4 		$518K Buy
34,170
+240
+0.7% +$3.43K 0.07% 75
2020
Q3 		$456K Sell
33,930
-714
-2% -$9.49K 0.07% 72
2020
Q2 		$445K Buy
34,644
+588
+2% +$6.85K 0.07% 70
2020
Q1 		$388K Sell
34,056
-138
-0.4% -$1.68K 0.07% 66
2019
Q4 		$402K Buy
34,194
+840
+3% +$10.3K 0.07% 61
2019
Q3 		$394K Buy
33,354
+66
+0.2% +$778 0.07% 61
2019
Q2 		$389K Buy
33,288
+3,096
+10% +$35.6K 0.08% 67
2019
Q1 		$340K Buy
30,192
+348
+1% +$3.77K 0.07% 80
2018
Q4 		$297K Buy
+29,844
New +$320K 0.07% 73

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

American Financial Advisors's SCHX Position: Q2 2026 in Review

American Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.6% in Q2 2026, selling an estimated $89.2K and leaving 84,350 shares worth $2.48M. The position accounts for 0.3% of the portfolio, ranked #39.

American Financial Advisors first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • American Financial Advisors held 84,350 shares of Schwab US Large- Cap ETF worth $2.48M as of Q2 2026.
  • American Financial Advisors sold 3,125 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $89.2K.
  • Schwab US Large- Cap ETF made up 0.3% of American Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • American Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.