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

Arlington 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
Q1 		$805K Buy
31,397
+12,655
+68% +$339K 0.11% 51
2025
Q4 		$504K Buy
18,742
+55
+0.3% +$1.47K 0.07% 63
2025
Q3 		$492K Sell
18,687
-288
-2% -$7.31K 0.07% 64
2025
Q2 		$464K Buy
18,975
+991
+6% +$22.4K 0.08% 57
2025
Q1 		$397K Buy
17,984
+55
+0.3% +$1.28K 0.07% 80
2024
Q4 		$416K Buy
+17,929
New +$418K 0.08% 66
2020
Q1 		– Sell
-22,002
Closed -$282K – 60
2019
Q4 		$282K Buy
+22,002
New +$270K 0.16% 50
2018
Q3 		– Sell
-27,600
Closed -$310K – 60
2018
Q2 		$310K Buy
+27,600
New +$298K 0.18% 49

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MGIA
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Betterment LLC
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SFG
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CAPTRUST Financial Advisors
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Cerity Partners
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