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

Clarity Wealth 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 		$1.24M Sell
42,293
-859
-2% -$24.5K 0.22% 48
2026
Q1 		$1.11M Sell
43,152
-1,459
-3% -$39.1K 0.23% 43
2025
Q4 		$1.2M Buy
44,611
+33,133
+289% +$885K 0.24% 42
2025
Q3 		$302K Sell
11,478
-357
-3% -$9.07K 0.07% 83
2025
Q2 		$289K Hold
11,835
– – 0.07% 84
2025
Q1 		$261K Sell
11,835
-252
-2% -$5.87K 0.07% 84
2024
Q4 		$280K Sell
12,087
-3,330
-22% -$77.6K 0.08% 80
2024
Q3 		$349K Sell
15,417
-843
-5% -$18.4K 0.1% 73
2024
Q2 		$348K Sell
16,260
-93
-0.6% -$1.92K 0.11% 68
2024
Q1 		$338K Sell
16,353
-948
-5% -$18.7K 0.11% 71
2023
Q4 		$325K Buy
17,301
+159
+0.9% +$2.79K 0.12% 68
2023
Q3 		$289K Sell
17,142
-3,375
-16% -$59.2K 0.13% 62
2023
Q2 		$358K Buy
+20,517
New +$339K 0.16% 55
2022
Q3 		– Sell
-14,016
Closed -$208K – 71
2022
Q2 		$208K Buy
14,016
+9
+0.1% +$146 0.12% 68
2022
Q1 		$251K Sell
14,007
-21
-0.1% -$372 0.12% 58
2021
Q4 		$266K Sell
14,028
-204
-1% -$3.77K 0.12% 59
2021
Q3 		$246K Sell
14,232
-1,698
-11% -$30.3K 0.12% 59
2021
Q2 		$276K Sell
15,930
-6,048
-28% -$102K 0.14% 50
2021
Q1 		$351K Buy
21,978
+372
+2% +$5.83K 0.2% 49
2020
Q4 		$327K Buy
21,606
+504
+2% +$7.21K 0.2% 49
2020
Q3 		$283K Sell
21,102
-3,126
-13% -$41.5K 0.2% 51
2020
Q2 		$299K Sell
24,228
-708
-3% -$8.25K 0.24% 53
2020
Q1 		$254K Buy
24,936
+2,736
+12% +$33.2K 0.26% 48
2019
Q4 		$284K Buy
+22,200
New +$272K 0.24% 51

Other funds holding SCHX

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Clarity Wealth Advisors's SCHX Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q2 2026, selling an estimated $24.5K and leaving 42,293 shares worth $1.24M. The position accounts for 0.22% of the portfolio, ranked #48.

Clarity Wealth Advisors first reported a position in SCHX in Q4 2019 and has held it in 24 quarters since. 845 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Clarity Wealth Advisors held 42,293 shares of Schwab US Large- Cap ETF worth $1.24M as of Q2 2026.
  • Clarity Wealth Advisors sold 859 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $24.5K.
  • Schwab US Large- Cap ETF made up 0.22% of Clarity Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Clarity Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • 845 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.