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Asset Allocation Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Asset Allocation Strategies’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 		$26.2M Buy
889,541
+11,551
+1% +$330K 4.03% 4
2026
Q1 		$22.5M Buy
877,990
+29,093
+3% +$780K 4% 4
2025
Q4 		$22.8M Buy
848,897
+37,945
+5% +$1.01M 4.23% 3
2025
Q3 		$21.4M Buy
810,952
+61,503
+8% +$1.56M 4.23% 2
2025
Q2 		$18.3M Buy
749,449
+80,025
+12% +$1.81M 4.05% 4
2025
Q1 		$14.8M Buy
669,424
+54,766
+9% +$1.27M 3.68% 5
2024
Q4 		$14.7M Buy
614,658
+305,967
+99% +$7.13M 3.54% 4
2024
Q3 		$6.98M Buy
308,691
+252,600
+450% +$5.5M 1.99% 18
2024
Q2 		$1.2M Buy
+56,091
New +$1.16M 0.4% 43

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

Asset Allocation Strategies's SCHX Position: Q2 2026 in Review

Asset Allocation Strategies increased its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q2 2026, buying an estimated $330K and bringing the position to 889,541 shares worth $26.2M. The position accounts for 4.03% of the portfolio, ranked #4.

Asset Allocation Strategies first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Asset Allocation Strategies held 889,541 shares of Schwab US Large- Cap ETF worth $26.2M as of Q2 2026.
  • Asset Allocation Strategies bought 11,551 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $330K.
  • Schwab US Large- Cap ETF made up 4.03% of Asset Allocation Strategies's portfolio in Q2 2026, its #4 holding.
  • Asset Allocation Strategies first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Asset Allocation Strategies's 13F filing for Q2 2026, filed 17 Aug 2026.