Colton Groome Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Colton Groome Financial 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	$584K	Hold	19,855	–	–	0.14%	88
2026 Q1	$509K	Hold	19,855	–	–	0.14%	82
2025 Q4	$534K	Hold	19,855	–	–	0.15%	83
2025 Q3	$523K	Hold	19,855	–	–	0.16%	78
2025 Q2	$485K	Hold	19,855	–	–	0.16%	82
2025 Q1	$435K	Buy	+19,855	New	+$462K	0.17%	79
2022 Q4	–	Sell	-16,719	Closed	-$236K	–	127
2022 Q3	$236K	Hold	16,719	–	–	0.12%	99
2022 Q2	$249K	Hold	16,719	–	–	0.12%	85
2022 Q1	$300K	Sell	16,719 -273	-2%	-$4.83K	0.14%	83
2021 Q4	$322K	Hold	16,992	–	–	0.13%	96
2021 Q3	$295K	Sell	16,992 -30,480	-64%	-$544K	0.13%	96
2021 Q2	$823K	Sell	47,472 -370,164	-89%	-$6.25M	0.38%	47
2021 Q1	$6.68M	Buy	417,636 +40,206	+11%	+$630K	3.73%	10
2020 Q4	$5.72M	Sell	377,430 -8,280	-2%	-$118K	3.69%	12
2020 Q3	$5.18M	Buy	385,710 +30,918	+9%	+$411K	3.64%	10
2020 Q2	$4.38M	Buy	354,792 +186,702	+111%	+$2.18M	3.19%	9
2020 Q1	$1.72M	Sell	168,090 -212,334	-56%	-$2.58M	1.42%	11
2019 Q4	$4.87M	Buy	380,424 +4,230	+1%	+$51.8K	3.49%	10
2019 Q3	$4.62M	Buy	+376,194	New	+$4.43M	3.41%	11

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

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Colton Groome Financial Advisors's SCHX Position: Q2 2026 in Review

Colton Groome Financial Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 19,855 shares worth $584K. The position accounts for 0.14% of the portfolio, ranked #88.

Colton Groome Financial Advisors first reported a position in SCHX in Q3 2019 and has held it in 19 quarters since. The position peaked at $6.68M in Q1 2021. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Colton Groome Financial Advisors held 19,855 shares of Schwab US Large- Cap ETF worth $584K as of Q2 2026.
Colton Groome Financial Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.14% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #88 holding.
Colton Groome Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 19 quarters since.
Colton Groome Financial Advisors's Schwab US Large- Cap ETF position peaked at $6.68M in Q1 2021.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.