Certior Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Certior Financial 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	$357K	Buy	12,138 +37	+0.3%	+$1.06K	0.2%	104
2026 Q1	$310K	Sell	12,101 -2,048	-14%	-$54.9K	0.2%	98
2025 Q4	$381K	Sell	14,149 -84	-0.6%	-$2.24K	0.26%	87
2025 Q3	$375K	Sell	14,233 -668	-4%	-$17K	0.25%	87
2025 Q2	$364K	Sell	14,901 -617	-4%	-$13.9K	0.27%	85
2025 Q1	$343K	Sell	15,518 -3,898	-20%	-$90.7K	0.28%	83
2024 Q4	$450K	Buy	+19,416	New	+$453K	0.39%	61

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

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

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Certior Financial Group's SCHX Position: Q2 2026 in Review

Certior Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.31% in Q2 2026, buying an estimated $1.06K and bringing the position to 12,138 shares worth $357K. The position accounts for 0.2% of the portfolio, ranked #104.

Certior Financial Group first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $450K in Q4 2024. 717 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Certior Financial Group held 12,138 shares of Schwab US Large- Cap ETF worth $357K as of Q2 2026.
Certior Financial Group bought 37 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.06K.
Schwab US Large- Cap ETF made up 0.2% of Certior Financial Group's portfolio in Q2 2026, its #104 holding.
Certior Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Certior Financial Group's Schwab US Large- Cap ETF position peaked at $450K in Q4 2024.
717 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.