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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
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

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

Armstrong Advisory Group's SCHX Position: Q2 2026 in Review

Armstrong Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.52% in Q2 2026, selling an estimated $9.14K and leaving 60,963 shares worth $1.79M. The position accounts for 0.11% of the portfolio, ranked #64.

Armstrong Advisory Group first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Armstrong Advisory Group held 60,963 shares of Schwab US Large- Cap ETF worth $1.79M as of Q2 2026.
  • Armstrong Advisory Group sold 320 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.14K.
  • Schwab US Large- Cap ETF made up 0.11% of Armstrong Advisory Group's portfolio in Q2 2026, its #64 holding.
  • Armstrong Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.