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

Clarity Financial’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 		$381K Hold
12,945
– – 0.03% 90
2026
Q1 		$332K Sell
12,945
-935
-7% -$25.1K 0.04% 83
2025
Q4 		$374K Buy
13,880
+935
+7% +$25K 0.03% 78
2025
Q3 		$341K Hold
12,945
– – 0.03% 86
2025
Q2 		$316K Hold
12,945
– – 0.03% 91
2025
Q1 		$286K Hold
12,945
– – 0.03% 91
2024
Q4 		$300K Hold
12,945
– – 0.04% 93
2024
Q3 		$293K Buy
+12,945
New +$282K 0.03% 122

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Clarity Financial's SCHX Position: Q2 2026 in Review

Clarity Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 12,945 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #90.

Clarity Financial first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Clarity Financial held 12,945 shares of Schwab US Large- Cap ETF worth $381K as of Q2 2026.
  • Clarity Financial left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.03% of Clarity Financial's portfolio in Q2 2026, its #90 holding.
  • Clarity Financial first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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