EFS
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Econ Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Econ Financial Services’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 		$2.32M Sell
78,996
-140
-0.2% -$4K 1.09% 40
2026
Q1 		$2.03M Buy
79,136
+38,416
+94% +$1.03M 0.94% 40
2025
Q4 		$1.1M Sell
40,720
-1,740
-4% -$46.5K 0.55% 58
2025
Q3 		$1.12M Sell
42,460
-1,223
-3% -$31.1K 0.56% 56
2025
Q2 		$1.07M Sell
43,683
-2,151
-5% -$48.6K 0.55% 52
2025
Q1 		$1.01M Sell
45,834
-2,504
-5% -$58.3K 0.54% 59
2024
Q4 		$1.12M Sell
48,338
-3,244
-6% -$75.6K 0.64% 51
2024
Q3 		$1.17M Sell
51,582
-16,959
-25% -$370K 0.65% 39
2024
Q2 		$1.47M Sell
68,541
-64,440
-48% -$1.33M 0.91% 32
2024
Q1 		$2.75M Sell
132,981
-77,901
-37% -$1.53M 1.71% 16
2023
Q4 		$3.96M Sell
210,882
-4,146
-2% -$72.8K 2.79% 9
2023
Q3 		$3.63M Buy
+215,028
New +$3.77M 2.65% 11
2023
Q1 		– Sell
-86,139
Closed -$1.3M – 98
2022
Q4 		$1.3M Buy
86,139
+1,128
+1% +$17.1K 1.31% 30
2022
Q3 		$1.2M Sell
85,011
-114,006
-57% -$1.79M 0.99% 37
2022
Q2 		$2.96M Buy
+199,017
New +$3.22M 2.39% 11
2022
Q1 		– Sell
-498
Closed -$3.11M – 187
2021
Q4 		$3.11M Buy
+498
New +$9.2K 2.29% 13
2019
Q2 		$2.69M Buy
230,100
+12,492
+6% +$143K 3.73% 8
2019
Q1 		$2.45M Buy
217,608
+29,724
+16% +$322K 3.66% 10
2018
Q4 		$1.87M Buy
+187,884
New +$2.02M 2.85% 12

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

Econ Financial Services's SCHX Position: Q2 2026 in Review

Econ Financial Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.18% in Q2 2026, selling an estimated $4K and leaving 78,996 shares worth $2.32M. The position accounts for 1.09% of the portfolio, ranked #40.

Econ Financial Services first reported a position in SCHX in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.96M in Q4 2023. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Econ Financial Services held 78,996 shares of Schwab US Large- Cap ETF worth $2.32M as of Q2 2026.
  • Econ Financial Services sold 140 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4K.
  • Schwab US Large- Cap ETF made up 1.09% of Econ Financial Services's portfolio in Q2 2026, its #40 holding.
  • Econ Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 19 quarters since.
  • Econ Financial Services's Schwab US Large- Cap ETF position peaked at $3.96M in Q4 2023.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.