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

Eley Financial Management’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 		$309K Hold
10,497
– – 0.1% 67
2026
Q1 		$269K Hold
10,497
– – 0.1% 66
2025
Q4 		$282K Hold
10,497
– – 0.1% 64
2025
Q3 		$276K Hold
10,497
– – 0.1% 66
2025
Q2 		$257K Hold
10,497
– – 0.1% 66
2025
Q1 		$233K Hold
10,497
– – 0.09% 66
2024
Q4 		$243K Hold
10,497
– – 0.09% 68
2024
Q3 		$237K Hold
10,497
– – 0.1% 67
2024
Q2 		$225K Hold
10,497
– – 0.1% 67
2024
Q1 		$217K Sell
10,497
-5,091
-33% -$100K 0.09% 65
2023
Q4 		$293K Hold
15,588
– – 0.14% 66
2023
Q3 		$264K Hold
15,588
– – 0.13% 66
2023
Q2 		$272K Hold
15,588
– – 0.13% 67
2023
Q1 		$251K Hold
15,588
– – 0.13% 67
2022
Q4 		$235K Buy
+15,588
New +$236K 0.13% 67

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

Eley Financial Management's SCHX Position: Q2 2026 in Review

Eley Financial Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 10,497 shares worth $309K. The position accounts for 0.1% of the portfolio, ranked #67.

Eley Financial Management first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Eley Financial Management held 10,497 shares of Schwab US Large- Cap ETF worth $309K as of Q2 2026.
  • Eley Financial Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.1% of Eley Financial Management's portfolio in Q2 2026, its #67 holding.
  • Eley Financial Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.