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Cambridge Financial Group (Arizona)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cambridge Financial Group (Arizona)’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 		$2.69M Sell
91,430
-8,524
-9% -$243K 0.85% 25
2026
Q1 		$2.56M Sell
99,954
-93,418
-48% -$2.51M 0.87% 24
2025
Q4 		$4.73M Buy
193,372
+1,079
+0.6% +$28.8K 1.65% 13
2025
Q3 		$5.06M Buy
192,293
+54
+0% +$1.37K 1.63% 12
2025
Q2 		$4.7M Sell
192,239
-1,796
-0.9% -$40.6K 1.76% 12
2025
Q1 		$4.28M Buy
194,035
+837
+0.4% +$19.5K 1.82% 12
2024
Q4 		$4.48M Sell
193,198
-2,417
-1% -$56.3K 1.91% 12
2024
Q3 		$4.42M Sell
195,615
-771
-0.4% -$16.8K 1.84% 12
2024
Q2 		$4.21M Buy
196,386
+19,407
+11% +$401K 1.92% 12
2024
Q1 		$3.66M Sell
176,979
-1,323
-0.7% -$26K 1.74% 13
2023
Q4 		$3.35M Buy
+178,302
New +$3.13M 1.75% 12

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s SCHX Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.5% in Q2 2026, selling an estimated $243K and leaving 91,430 shares worth $2.69M. The position accounts for 0.85% of the portfolio, ranked #25.

Cambridge Financial Group (Arizona) first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.06M in Q3 2025. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 91,430 shares of Schwab US Large- Cap ETF worth $2.69M as of Q2 2026.
  • Cambridge Financial Group (Arizona) sold 8,524 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $243K.
  • Schwab US Large- Cap ETF made up 0.85% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #25 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Cambridge Financial Group (Arizona)'s Schwab US Large- Cap ETF position peaked at $5.06M in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.