Builder Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Builder Investment Group’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	$477K	Buy	16,208 +1,921	+13%	+$54.9K	0.09%	78
2026 Q1	$366K	Buy	14,287 +3	+0%	+$80	0.08%	81
2025 Q4	$384K	Buy	14,284 +692	+5%	+$18.5K	0.08%	78
2025 Q3	$358K	Buy	13,592 +41	+0.3%	+$1.04K	0.08%	79
2025 Q2	$331K	Buy	13,551 +29	+0.2%	+$656	0.08%	80
2025 Q1	$299K	Sell	13,522 -114	-0.8%	-$2.65K	0.08%	81
2024 Q4	$316K	Buy	13,636 +2,737	+25%	+$63.8K	0.09%	79
2024 Q3	$247K	Sell	10,899 -21	-0.2%	-$458	0.07%	89
2024 Q2	$234K	Sell	10,920 -2,025	-16%	-$41.8K	0.06%	88
2024 Q1	$268K	Sell	12,945 -363	-3%	-$7.15K	0.08%	85
2023 Q4	$250K	Buy	13,308 +156	+1%	+$2.74K	0.09%	87
2023 Q3	$222K	Buy	13,152 +954	+8%	+$16.7K	0.09%	85
2023 Q2	$213K	Buy	+12,198	New	+$201K	0.08%	87

Other funds holding SCHX

SFG

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

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

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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

Builder Investment Group's SCHX Position: Q2 2026 in Review

Builder Investment Group increased its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q2 2026, buying an estimated $54.9K and bringing the position to 16,208 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #78.

Builder Investment Group first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 415 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Builder Investment Group held 16,208 shares of Schwab US Large- Cap ETF worth $477K as of Q2 2026.
Builder Investment Group bought 1,921 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $54.9K.
Schwab US Large- Cap ETF made up 0.09% of Builder Investment Group's portfolio in Q2 2026, its #78 holding.
Builder Investment Group first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
415 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.