CGC Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

CGC Financial Services’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	$88.3K	Hold	3,000	–	–	0.02%	107
2026 Q1	$76.9K	Hold	3,000	–	–	0.02%	101
2025 Q4	$80.7K	Hold	3,000	–	–	0.02%	107
2025 Q3	$79K	Hold	3,000	–	–	0.02%	103
2025 Q2	$73.3K	Hold	3,000	–	–	0.02%	102
2025 Q1	$66.2K	Hold	3,000	–	–	0.03%	97
2024 Q4	$69.5K	Hold	3,000	–	–	0.03%	95
2024 Q3	$67.8K	Hold	3,000	–	–	0.03%	94
2024 Q2	$64.3K	Hold	3,000	–	–	0.03%	91
2024 Q1	$62.1K	Hold	3,000	–	–	0.03%	91
2023 Q4	$56.4K	Hold	3,000	–	–	0.03%	101
2023 Q3	$50.6K	Hold	3,000	–	–	0.04%	86
2023 Q2	$52.4K	Buy	+3,000	New	+$49.5K	0.03%	92

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CGC Financial Services's SCHX Position: Q2 2026 in Review

CGC Financial Services held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 3,000 shares worth $88.3K. The position accounts for 0.02% of the portfolio, ranked #107.

CGC Financial Services first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

CGC Financial Services held 3,000 shares of Schwab US Large- Cap ETF worth $88.3K as of Q2 2026.
CGC Financial Services left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.02% of CGC Financial Services's portfolio in Q2 2026, its #107 holding.
CGC Financial Services first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.