Bennett Selby Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bennett Selby Investments’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	$705K	Hold	23,963	–	–	0.23%	52
2026 Q1	$614K	Hold	23,963	–	–	0.22%	55
2025 Q4	$645K	Buy	23,963 +11,351	+90%	+$303K	0.21%	54
2025 Q3	$332K	Hold	12,612	–	–	0.11%	69
2025 Q2	$308K	Hold	12,612	–	–	0.11%	66
2025 Q1	$278K	Hold	12,612	–	–	0.11%	67
2024 Q4	$292K	Hold	12,612	–	–	0.12%	63
2024 Q3	$285K	Hold	12,612	–	–	0.12%	64
2024 Q2	$270K	Hold	12,612	–	–	0.12%	60
2024 Q1	$261K	Hold	12,612	–	–	0.12%	60
2023 Q4	$237K	Hold	12,612	–	–	0.12%	58
2023 Q3	$213K	Hold	12,612	–	–	0.12%	55
2023 Q2	$220K	Hold	12,612	–	–	0.13%	54
2023 Q1	$203K	Sell	12,612 -801	-6%	-$12.6K	0.13%	54
2022 Q4	$202K	Buy	+13,413	New	+$203K	0.15%	55
2022 Q3	–	Sell	-14,133	Closed	-$210K	–	55
2022 Q2	$210K	Buy	14,133 +609	+5%	+$9.87K	0.16%	53
2022 Q1	$243K	Buy	+13,524	New	+$239K	0.15%	60

Other funds holding SCHX

SFG

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Bennett Selby Investments's SCHX Position: Q2 2026 in Review

Bennett Selby Investments held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 23,963 shares worth $705K. The position accounts for 0.23% of the portfolio, ranked #52.

Bennett Selby Investments first reported a position in SCHX in Q1 2022 and has held it in 17 quarters since. 928 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Bennett Selby Investments held 23,963 shares of Schwab US Large- Cap ETF worth $705K as of Q2 2026.
Bennett Selby Investments left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.23% of Bennett Selby Investments's portfolio in Q2 2026, its #52 holding.
Bennett Selby Investments first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 17 quarters since.
928 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.