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

Curran Financial Partners’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 		$574K Buy
19,495
+6,727
+53% +$192K 0.09% 89
2026
Q1 		$327K Sell
12,768
-339
-3% -$9.09K 0.06% 97
2025
Q4 		$353K Buy
13,107
+1,944
+17% +$51.9K 0.07% 95
2025
Q3 		$294K Buy
+11,163
New +$283K 0.06% 112

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Curran Financial Partners's SCHX Position: Q2 2026 in Review

Curran Financial Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 53% in Q2 2026, buying an estimated $192K and bringing the position to 19,495 shares worth $574K. The position accounts for 0.09% of the portfolio, ranked #89.

Curran Financial Partners first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Curran Financial Partners held 19,495 shares of Schwab US Large- Cap ETF worth $574K as of Q2 2026.
  • Curran Financial Partners bought 6,727 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $192K.
  • Schwab US Large- Cap ETF made up 0.09% of Curran Financial Partners's portfolio in Q2 2026, its #89 holding.
  • Curran Financial Partners first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.