Aull & Monroe Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Aull & Monroe 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	$1.71M	Sell	58,002 -869	-1%	-$24.8K	0.71%	44
2026 Q1	$1.51M	Buy	58,871 +621	+1%	+$16.7K	0.7%	45
2025 Q4	$1.57M	Buy	58,250 +1,636	+3%	+$43.7K	0.79%	43
2025 Q3	$1.49M	Buy	56,614 +3,577	+7%	+$90.8K	0.76%	43
2025 Q2	$1.3M	Sell	53,037 -1,385	-3%	-$31.3K	0.7%	49
2025 Q1	$1.2M	Buy	54,422 +8,440	+18%	+$196K	0.6%	53
2024 Q4	$1.07M	Sell	45,982 -1,160	-2%	-$27K	0.54%	53
2024 Q3	$1.07M	Sell	47,142 -3,855	-8%	-$84K	0.49%	56
2024 Q2	$1.09M	Buy	50,997 +3,330	+7%	+$68.8K	0.53%	55
2024 Q1	$986K	Buy	47,667 +6,285	+15%	+$124K	0.45%	58
2023 Q4	$778K	Sell	41,382 -30	-0.1%	-$527	0.38%	67
2023 Q3	$698K	Sell	41,412 -12	-0%	-$211	0.36%	67
2023 Q2	$723K	Sell	41,424 -405	-1%	-$6.69K	0.36%	68
2023 Q1	$674K	Hold	41,829	–	–	0.34%	72
2022 Q4	$630K	Hold	41,829	–	–	0.31%	70
2022 Q3	$590K	Sell	41,829 -912	-2%	-$14.3K	0.32%	70
2022 Q2	$636K	Sell	42,741 -153	-0.4%	-$2.48K	0.32%	71
2022 Q1	$770K	Sell	42,894 -1,050	-2%	-$18.6K	0.35%	66
2021 Q4	$834K	Sell	43,944 -678	-2%	-$12.5K	0.37%	66
2021 Q3	$774K	Buy	44,622 +450	+1%	+$8.03K	0.38%	67
2021 Q2	$765K	Buy	44,172 +2,712	+7%	+$45.8K	0.36%	70
2021 Q1	$664K	Sell	41,460 -7,818	-16%	-$122K	0.32%	72
2020 Q4	$747K	Sell	49,278 -1,002	-2%	-$14.3K	0.4%	65
2020 Q3	$676K	Buy	50,280 +180	+0.4%	+$2.39K	0.4%	66
2020 Q2	$619K	Buy	50,100 +2,022	+4%	+$23.6K	0.38%	69
2020 Q1	$491K	Buy	48,078 +2,532	+6%	+$30.8K	0.33%	74
2019 Q4	$583K	Buy	45,546 +9,000	+25%	+$110K	0.3%	80
2019 Q3	$432K	Buy	36,546 +5,052	+16%	+$59.5K	0.23%	90
2019 Q2	$368K	Buy	31,494 +3,984	+14%	+$45.8K	0.2%	97
2019 Q1	$310K	Buy	27,510 +1,218	+5%	+$13.2K	0.17%	104
2018 Q4	$262K	Buy	26,292 +2,064	+9%	+$22.2K	0.15%	108
2018 Q3	$281K	Buy	24,228 +3,612	+18%	+$41.1K	0.14%	117
2018 Q2	$223K	Buy	+20,616	New	+$222K	0.11%	124

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Aull & Monroe Investment Management's SCHX Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q2 2026, selling an estimated $24.8K and leaving 58,002 shares worth $1.71M. The position accounts for 0.71% of the portfolio, ranked #44.

Aull & Monroe Investment Management first reported a position in SCHX in Q2 2018 and has held it in 33 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Aull & Monroe Investment Management held 58,002 shares of Schwab US Large- Cap ETF worth $1.71M as of Q2 2026.
Aull & Monroe Investment Management sold 869 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $24.8K.
Schwab US Large- Cap ETF made up 0.71% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #44 holding.
Aull & Monroe Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 33 quarters since.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.