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Beaumont Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beaumont Financial 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 		$4.25M Sell
144,460
-713
-0.5% -$20.4K 0.27% 66
2026
Q1 		$3.72M Sell
145,173
-176
-0.1% -$4.72K 0.26% 66
2025
Q4 		$3.91M Buy
145,349
+3
+0% +$80 0.26% 60
2025
Q3 		$3.83M Buy
145,346
+804
+0.6% +$20.4K 0.26% 63
2025
Q2 		$3.53M Buy
144,542
+1,944
+1% +$44K 0.26% 63
2025
Q1 		$3.15M Hold
142,598
– – 0.25% 69
2024
Q4 		$3.31M Sell
142,598
-10,408
-7% -$243K 0.25% 66
2024
Q3 		$3.46M Hold
153,006
– – 0.27% 61
2024
Q2 		$3.28M Sell
153,006
-2,358
-2% -$48.7K 0.26% 63
2024
Q1 		$3.21M Buy
155,364
+339
+0.2% +$6.67K 0.27% 60
2023
Q4 		$2.91M Sell
155,025
-23,664
-13% -$416K 0.27% 60
2023
Q3 		$3.01M Sell
178,689
-1,887
-1% -$33.1K 0.3% 55
2023
Q2 		$3.15M Sell
180,576
-5,061
-3% -$83.6K 0.29% 59
2023
Q1 		$2.99M Hold
185,637
– – 0.3% 49
2022
Q4 		$2.79M Sell
185,637
-5,052
-3% -$76.5K 0.28% 49
2022
Q3 		$2.69M Buy
190,689
+74,472
+64% +$1.17M 0.26% 54
2022
Q2 		$1.73M Hold
116,217
– – 0.16% 94
2022
Q1 		$2.09M Sell
116,217
-3
-0% -$53 0.16% 106
2021
Q4 		$2.21M Hold
116,220
– – 0.16% 94
2021
Q3 		$2.02M Sell
116,220
-1,800
-2% -$32.1K 0.16% 100
2021
Q2 		$2.04M Hold
118,020
– – 0.16% 103
2021
Q1 		$1.89M Sell
118,020
-150
-0.1% -$2.35K 0.16% 99
2020
Q4 		$1.79M Sell
118,170
-6,330
-5% -$90.6K 0.16% 100
2020
Q3 		$1.67M Buy
124,500
+4,728
+4% +$62.8K 0.16% 103
2020
Q2 		$1.48M Sell
119,772
-14,670
-11% -$171K 0.15% 106
2020
Q1 		$1.37M Buy
134,442
+108,012
+409% +$1.31M 0.17% 93
2019
Q4 		$338K Buy
+26,430
New +$324K 0.03% 212

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

Beaumont Financial Advisors's SCHX Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.49% in Q2 2026, selling an estimated $20.4K and leaving 144,460 shares worth $4.25M. The position accounts for 0.27% of the portfolio, ranked #66.

Beaumont Financial Advisors first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Beaumont Financial Advisors held 144,460 shares of Schwab US Large- Cap ETF worth $4.25M as of Q2 2026.
  • Beaumont Financial Advisors sold 713 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $20.4K.
  • Schwab US Large- Cap ETF made up 0.27% of Beaumont Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Beaumont Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.