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Aspen Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Aspen Investment Management’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 		$2.65M Buy
90,217
+4,477
+5% +$128K 0.71% 38
2026
Q1 		$2.2M Buy
85,740
+7,243
+9% +$194K 0.67% 43
2025
Q4 		$2.11M Buy
78,497
+2,193
+3% +$58.6K 0.64% 46
2025
Q3 		$2.01M Buy
76,304
+125
+0.2% +$3.17K 0.78% 35
2025
Q2 		$1.86M Buy
76,179
+338
+0.4% +$7.64K 0.78% 37
2025
Q1 		$1.68M Buy
75,841
+1,804
+2% +$42K 0.77% 39
2024
Q4 		$1.72M Buy
74,037
+1,383
+2% +$32.2K 0.8% 34
2024
Q3 		$1.64M Buy
72,654
+570
+0.8% +$12.4K 0.77% 39
2024
Q2 		$1.54M Buy
72,084
+2,061
+3% +$42.6K 0.77% 41
2024
Q1 		$1.45M Buy
70,023
+5,883
+9% +$116K 0.74% 44
2023
Q4 		$1.21M Buy
64,140
+6,012
+10% +$106K 0.67% 47
2023
Q3 		$980K Buy
58,128
+3,099
+6% +$54.4K 0.59% 51
2023
Q2 		$961K Buy
55,029
+1,479
+3% +$24.4K 0.57% 58
2023
Q1 		$863K Sell
53,550
-5,535
-9% -$87.1K 0.55% 59
2022
Q4 		$889K Buy
59,085
+147
+0.2% +$2.23K 0.58% 55
2022
Q3 		$832K Buy
58,938
+438
+0.7% +$6.87K 0.56% 58
2022
Q2 		$871K Sell
58,500
-1,698
-3% -$27.5K 0.55% 59
2022
Q1 		$1.08M Sell
60,198
-5,496
-8% -$97.3K 0.57% 61
2021
Q4 		$1.25M Buy
65,694
+1,152
+2% +$21.3K 0.61% 55
2021
Q3 		$1.12M Sell
64,542
-624
-1% -$11.1K 0.59% 58
2021
Q2 		$1.13M Sell
65,166
-162
-0.2% -$2.73K 0.59% 57
2021
Q1 		$1.05M Sell
65,328
-234
-0.4% -$3.67K 0.58% 58
2020
Q4 		$994K Buy
65,562
+768
+1% +$11K 0.59% 61
2020
Q3 		$871K Buy
64,794
+222
+0.3% +$2.95K 0.58% 59
2020
Q2 		$797K Sell
64,572
-594
-0.9% -$6.92K 0.57% 58
2020
Q1 		$665K Sell
65,166
-124,362
-66% -$1.51M 0.58% 58
2019
Q4 		$2.43M Sell
189,528
-22,590
-11% -$277K 1.51% 14
2019
Q3 		$2.51M Sell
212,118
-90
-0% -$1.06K 1.67% 11
2019
Q2 		$2.48M Buy
212,208
+24,792
+13% +$285K 1.63% 11
2019
Q1 		$2.11M Sell
187,416
-10,176
-5% -$110K 1.47% 14
2018
Q4 		$1.97M Buy
197,592
+104,298
+112% +$1.12M 1.58% 13
2018
Q3 		$1.08M Buy
93,294
+5,052
+6% +$57.4K 0.72% 42
2018
Q2 		$956K Buy
88,242
+4,224
+5% +$45.5K 0.66% 44
2018
Q1 		$883K Buy
84,018
+22,542
+37% +$245K 0.63% 48
2017
Q4 		$653K Buy
61,476
+6,780
+12% +$70.2K 0.46% 66
2017
Q3 		$547K Buy
54,696
+3,750
+7% +$36.8K 0.41% 72
2017
Q2 		$491K Buy
50,946
+2,364
+5% +$22.5K 0.37% 74
2017
Q1 		$456K Buy
48,582
+10,170
+26% +$94K 0.34% 78
2016
Q4 		$341K Buy
38,412
+8,730
+29% +$75.8K 0.26% 88
2016
Q3 		$255K Buy
29,682
+540
+2% +$4.63K 0.2% 108
2016
Q2 		$242K Sell
29,142
-3,300
-10% -$27.1K 0.2% 110
2016
Q1 		$264K Buy
32,442
+540
+2% +$4.17K 0.24% 96
2015
Q4 		$258K Sell
31,902
-600
-2% -$4.89K 0.26% 102
2015
Q3 		$248K Sell
32,502
-1,830
-5% -$14.8K 0.24% 99
2015
Q2 		$282K Sell
34,332
-1,560
-4% -$13.1K 0.24% 98
2015
Q1 		$297K Sell
35,892
-420
-1% -$3.46K 0.24% 97
2014
Q4 		$297K Sell
36,312
-4,980
-12% -$39.8K 0.25% 93
2014
Q3 		$323K Sell
41,292
-1,590
-4% -$12.5K 0.27% 92
2014
Q2 		$335K Buy
42,882
+180
+0.4% +$1.36K 0.2% 100
2014
Q1 		$318K Sell
42,702
-3,600
-8% -$26.4K 0.2% 98
2013
Q4 		$340K Sell
46,302
-420
-0.9% -$2.96K 0.23% 99
2013
Q3 		$313K Buy
46,722
+840
+2% +$5.6K 0.22% 96
2013
Q2 		$292K Buy
+45,882
New +$294K 0.2% 96

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Aspen Investment Management's SCHX Position: Q2 2026 in Review

Aspen Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 5.2% in Q2 2026, buying an estimated $128K and bringing the position to 90,217 shares worth $2.65M. The position accounts for 0.71% of the portfolio, ranked #38.

Aspen Investment Management first reported a position in SCHX in Q2 2013 and has held it in 53 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Aspen Investment Management held 90,217 shares of Schwab US Large- Cap ETF worth $2.65M as of Q2 2026.
  • Aspen Investment Management bought 4,477 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $128K.
  • Schwab US Large- Cap ETF made up 0.71% of Aspen Investment Management's portfolio in Q2 2026, its #38 holding.
  • Aspen Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.