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

Downshift 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 		$16.3M Sell
555,541
-104,961
-16% -$3M 7.34% 5
2026
Q1 		$18.5M Sell
660,502
-89,544
-12% -$2.4M 9.56% 3
2025
Q4 		$20M Buy
+750,046
New +$20M 12.33% 1

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

Downshift Financial's SCHX Position: Q2 2026 in Review

Downshift Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, selling an estimated $3M and leaving 555,541 shares worth $16.3M. The position accounts for 7.34% of the portfolio, ranked #5.

Downshift Financial first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $20M in Q4 2025. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Downshift Financial held 555,541 shares of Schwab US Large- Cap ETF worth $16.3M as of Q2 2026.
  • Downshift Financial sold 104,961 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3M.
  • Schwab US Large- Cap ETF made up 7.34% of Downshift Financial's portfolio in Q2 2026, its #5 holding.
  • Downshift Financial first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Downshift Financial's Schwab US Large- Cap ETF position peaked at $20M in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.