CFG
SCHX icon

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

Clayton 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 		$1.31M Sell
44,595
-5,099
-10% -$146K 0.73% 21
2026
Q1 		$1.27M Buy
49,694
+107
+0.2% +$2.87K 0.65% 24
2025
Q4 		$1.33M Buy
49,587
+30,112
+155% +$804K 0.68% 26
2025
Q3 		$513K Buy
19,475
+82
+0.4% +$2.08K 0.37% 29
2025
Q2 		$474K Sell
19,393
-320,152
-94% -$7.24M 0.56% 19
2025
Q1 		$7.5M Buy
339,545
+2,785
+0.8% +$64.8K 2.75% 10
2024
Q4 		$7.81M Sell
336,760
-1,700
-0.5% -$39.6K 2.81% 10
2024
Q3 		$7.65M Buy
338,460
+51,828
+18% +$1.13M 2.87% 10
2024
Q2 		$5.93M Buy
286,632
+9,669
+3% +$200K 2.56% 9
2024
Q1 		$5.73M Buy
276,963
+20,442
+8% +$402K 2.61% 9
2023
Q4 		$4.82M Buy
+256,521
New +$4.5M 3% 11

Other funds holding SCHX

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
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
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

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

Clayton Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q2 2026, selling an estimated $146K and leaving 44,595 shares worth $1.31M. The position accounts for 0.73% of the portfolio, ranked #21.

Clayton Financial Group first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.81M in Q4 2024. 352 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Clayton Financial Group held 44,595 shares of Schwab US Large- Cap ETF worth $1.31M as of Q2 2026.
  • Clayton Financial Group sold 5,099 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $146K.
  • Schwab US Large- Cap ETF made up 0.73% of Clayton Financial Group's portfolio in Q2 2026, its #21 holding.
  • Clayton Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Clayton Financial Group's Schwab US Large- Cap ETF position peaked at $7.81M in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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