Boyd Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Boyd Wealth 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	$658K	Sell	22,343 -7	-0%	-$200	0.25%	32
2026 Q1	$573K	Buy	22,350 +2	+0%	+$54	0.24%	31
2025 Q4	$601K	Sell	22,348 -2	-0%	-$53	0.26%	32
2025 Q3	$589K	Buy	22,350 +32	+0.1%	+$813	0.25%	32
2025 Q2	$545K	Buy	+22,318	New	+$505K	0.24%	34
2022 Q2	–	Sell	-35,304	Closed	-$634K	–	45
2022 Q1	$634K	Buy	+35,304	New	+$625K	0.47%	25

Other funds holding SCHX

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Boyd Wealth Management's SCHX Position: Q2 2026 in Review

Boyd Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.03% in Q2 2026, selling an estimated $200 and leaving 22,343 shares worth $658K. The position accounts for 0.25% of the portfolio, ranked #32.

Boyd Wealth Management first reported a position in SCHX in Q1 2022 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Boyd Wealth Management held 22,343 shares of Schwab US Large- Cap ETF worth $658K as of Q2 2026.
Boyd Wealth Management sold 7 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $200.
Schwab US Large- Cap ETF made up 0.25% of Boyd Wealth Management's portfolio in Q2 2026, its #32 holding.
Boyd Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 6 quarters since.
369 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.