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 Q2	$980K	Buy	33,314 +1,917	+6%	+$54.7K	0.12%	51
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

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

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

Arlington Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 6.1% in Q2 2026, buying an estimated $54.7K and bringing the position to 33,314 shares worth $980K. The position accounts for 0.12% of the portfolio, ranked #51.

Arlington Financial Advisors first reported a position in SCHX in Q2 2018 and has held it in 9 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Arlington Financial Advisors held 33,314 shares of Schwab US Large- Cap ETF worth $980K as of Q2 2026.
Arlington Financial Advisors bought 1,917 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $54.7K.
Schwab US Large- Cap ETF made up 0.12% of Arlington Financial Advisors's portfolio in Q2 2026, its #51 holding.
Arlington Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 9 quarters since.
1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.