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Armstrong Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Armstrong Advisory Group’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
Q3 		$1.68M Sell
55,974
-4,989
-8% -$149K 0.1% 62
2026
Q2 		$1.79M Sell
60,963
-320
-0.5% -$9.14K 0.11% 64
2026
Q1 		$1.57M Buy
61,283
+37,621
+159% +$1.01M 0.11% 69
2025
Q4 		$637K Sell
23,662
-3,065
-11% -$81.9K 0.04% 122
2025
Q3 		$704K Sell
26,727
-170
-0.6% -$4.32K 0.05% 105
2025
Q2 		$657K Buy
26,897
+7,156
+36% +$162K 0.05% 102
2025
Q1 		$458K Hold
19,741
– – 0.04% 119
2024
Q4 		$458K Sell
19,741
-2,030
-9% -$47.3K 0.04% 119
2024
Q3 		$492K Buy
21,771
+9,549
+78% +$208K 0.04% 107
2024
Q2 		$262K Buy
12,222
+11,697
+2,228% +$242K 0.02% 149
2024
Q1 		$9.87K Hold
525
– – ﹤0.01% 569
2023
Q4 		$9.87K Buy
+525
New +$9.22K ﹤0.01% 569
2023
Q3 		– Sell
-513
Closed -$8.96K – 869
2023
Q2 		$8.96K Hold
513
– – ﹤0.01% 594
2023
Q1 		$8.27K Hold
513
– – ﹤0.01% 595
2022
Q4 		$7.72K Buy
+513
New +$7.76K ﹤0.01% 622

Other funds holding SCHX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

Armstrong Advisory Group's SCHX Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.2% in Q3 2026, selling an estimated $149K and leaving 55,974 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #62.

Armstrong Advisory Group first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q2 2026. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Armstrong Advisory Group held 55,974 shares of Schwab US Large- Cap ETF worth $1.68M as of Q3 2026.
  • Armstrong Advisory Group sold 4,989 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $149K.
  • Schwab US Large- Cap ETF made up 0.1% of Armstrong Advisory Group's portfolio in Q3 2026, its #62 holding.
  • Armstrong Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's Schwab US Large- Cap ETF position peaked at $1.79M in Q2 2026.
  • 95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.