B.O.S.S. Retirement Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

B.O.S.S. Retirement Advisors’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	–	Sell	-23,132	Closed	-$593K	–	179
2026 Q1	$593K	Sell	23,132 -1,567	-6%	-$42K	0.18%	83
2025 Q4	$665K	Buy	+24,699	New	+$660K	0.21%	81
2025 Q2	–	Sell	-85,815	Closed	-$1.89M	–	206
2025 Q1	$1.89M	Buy	85,815 +40,746	+90%	+$949K	0.55%	38
2024 Q4	$1.04M	Buy	+45,069	New	+$1.05M	0.29%	73
2024 Q1	–	Sell	-132,723	Closed	-$2.5M	–	209
2023 Q4	$2.5M	Sell	132,723 -49,365	-27%	-$867K	0.48%	56
2023 Q3	$3.07M	Sell	182,088 -82,713	-31%	-$1.45M	0.66%	37
2023 Q2	$4.62M	Buy	264,801 +4,857	+2%	+$80.2K	0.98%	14
2023 Q1	$4.19M	Buy	259,944 +1,437	+0.6%	+$22.6K	0.98%	17
2022 Q4	$3.89M	Buy	+258,507	New	+$3.91M	1%	12

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

B.O.S.S. Retirement Advisors's SCHX Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 23,132 shares — an estimated $593K sold.

B.O.S.S. Retirement Advisors first reported a position in SCHX in Q4 2022 and held it in 9 quarters. The position peaked at $4.62M in Q2 2023. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

B.O.S.S. Retirement Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 23,132 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $593K.
B.O.S.S. Retirement Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 9 quarters.
B.O.S.S. Retirement Advisors's Schwab US Large- Cap ETF position peaked at $4.62M in Q2 2023.
1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.