Balanced Rock Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Balanced Rock Investment 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	$530K	Sell	18,015 -114	-0.6%	-$3.25K	0.33%	62
2026 Q1	$465K	Hold	18,129	–	–	0.33%	62
2025 Q4	$488K	Hold	18,129	–	–	0.35%	60
2025 Q3	$478K	Sell	18,129 -6	-0%	-$152	0.35%	62
2025 Q2	$443K	Sell	18,135 -14	-0.1%	-$317	0.35%	62
2025 Q1	$401K	Sell	18,149 -255	-1%	-$5.94K	0.32%	59
2024 Q4	$427K	Sell	18,404 -940	-5%	-$21.9K	0.34%	59
2024 Q3	$437K	Sell	19,344 -270	-1%	-$5.88K	0.34%	60
2024 Q2	$420K	Hold	19,614	–	–	0.35%	59
2024 Q1	$406K	Sell	19,614 -252	-1%	-$4.96K	0.35%	60
2023 Q4	$373K	Buy	+19,866	New	+$349K	0.33%	70

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

Balanced Rock Investment Advisors's SCHX Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.63% in Q2 2026, selling an estimated $3.25K and leaving 18,015 shares worth $530K. The position accounts for 0.33% of the portfolio, ranked #62.

Balanced Rock Investment Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Balanced Rock Investment Advisors held 18,015 shares of Schwab US Large- Cap ETF worth $530K as of Q2 2026.
Balanced Rock Investment Advisors sold 114 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.25K.
Schwab US Large- Cap ETF made up 0.33% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #62 holding.
Balanced Rock Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.