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

Cambridge 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	$1.38M	Hold	47,019	–	–	0.24%	67
2026 Q1	$1.21M	Buy	47,019 +936	+2%	+$25.1K	0.23%	73
2025 Q4	$1.24M	Buy	46,083 +7,679	+20%	+$205K	0.24%	71
2025 Q3	$1.01M	Buy	38,404 +100	+0.3%	+$2.54K	0.2%	77
2025 Q2	$936K	Sell	38,304 -2,058	-5%	-$46.5K	0.2%	77
2025 Q1	$891K	Hold	40,362	–	–	0.2%	81
2024 Q4	$936K	Hold	40,362	–	–	0.21%	77
2024 Q3	$913K	Sell	40,362 -1,080	-3%	-$23.5K	0.2%	79
2024 Q2	$888K	Buy	41,442 +6	+0%	+$124	0.21%	79
2024 Q1	$857K	Buy	41,436 +225	+0.5%	+$4.43K	0.2%	78
2023 Q4	$775K	Sell	41,211 -54	-0.1%	-$948	0.19%	82
2023 Q3	$696K	Buy	41,265 +2,295	+6%	+$40.3K	0.19%	85
2023 Q2	$680K	Buy	38,970 +16,290	+72%	+$269K	0.17%	90
2023 Q1	$366K	Sell	22,680 -1,584	-7%	-$24.9K	0.09%	136
2022 Q4	$365K	Buy	24,264 +1,665	+7%	+$25.2K	0.1%	135
2022 Q3	$319K	Buy	22,599 +7,410	+49%	+$116K	0.09%	134
2022 Q2	$226K	Buy	15,189 +93	+0.6%	+$1.51K	0.06%	163
2022 Q1	$271K	Buy	15,096 +600	+4%	+$10.6K	0.06%	157
2021 Q4	$275K	Sell	14,496 -1,860	-11%	-$34.4K	0.06%	160
2021 Q3	$284K	Sell	16,356 -96	-0.6%	-$1.71K	0.07%	153
2021 Q2	$285K	Buy	16,452 +666	+4%	+$11.2K	0.07%	148
2021 Q1	$253K	Sell	15,786 -78	-0.5%	-$1.22K	0.06%	150
2020 Q4	$240K	Hold	15,864	–	–	0.06%	147
2020 Q3	$213K	Buy	+15,864	New	+$211K	0.06%	144
2019 Q2	–	Sell	-18,012	Closed	-$203K	–	141
2019 Q1	$203K	Buy	+18,012	New	+$195K	0.07%	130
2018 Q4	–	Sell	-17,376	Closed	-$201K	–	142
2018 Q3	$201K	Buy	+17,376	New	+$198K	0.07%	135

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

Cambridge Advisors's SCHX Position: Q2 2026 in Review

Cambridge Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 47,019 shares worth $1.38M. The position accounts for 0.24% of the portfolio, ranked #67.

Cambridge Advisors first reported a position in SCHX in Q3 2018 and has held it in 26 quarters since. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Cambridge Advisors held 47,019 shares of Schwab US Large- Cap ETF worth $1.38M as of Q2 2026.
Cambridge Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.24% of Cambridge Advisors's portfolio in Q2 2026, its #67 holding.
Cambridge Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2018 and has held it in 26 quarters since.
468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.