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

ERn Financial LLC’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 		$592K Hold
20,124
– – 0.1% 106
2026
Q1 		$516K Hold
20,124
– – 0.1% 101
2025
Q4 		$542K Buy
20,124
+43
+0.2% +$1.15K 0.1% 99
2025
Q3 		$529K Buy
20,081
+41
+0.2% +$1.04K 0.1% 98
2025
Q2 		$490K Sell
20,040
-545
-3% -$12.3K 0.1% 100
2025
Q1 		$455K Sell
20,585
-19
-0.1% -$442 0.07% 144
2024
Q4 		$478K Buy
20,604
+48
+0.2% +$1.12K 0.07% 146
2024
Q3 		$465K Buy
20,556
+90
+0.4% +$1.96K 0.07% 146
2024
Q2 		$438K Sell
20,466
-321
-2% -$6.63K 0.07% 145
2024
Q1 		$430K Buy
20,787
+45
+0.2% +$886 0.07% 144
2023
Q4 		$390K Sell
20,742
-27
-0.1% -$474 0.07% 143
2023
Q3 		$350K Buy
20,769
+174
+0.8% +$3.05K 0.08% 141
2023
Q2 		$360K Buy
20,595
+291
+1% +$4.8K 0.08% 142
2023
Q1 		$327K Buy
20,304
+606
+3% +$9.54K 0.07% 142
2022
Q4 		$296K Buy
19,698
+63
+0.3% +$954 0.07% 147
2022
Q3 		$277K Buy
19,635
+27
+0.1% +$424 0.07% 141
2022
Q2 		$292K Buy
19,608
+60
+0.3% +$972 0.07% 137
2022
Q1 		$351K Buy
19,548
+66
+0.3% +$1.17K 0.08% 130
2021
Q4 		$370K Buy
19,482
+60
+0.3% +$1.11K 0.08% 114
2021
Q3 		$337K Buy
19,422
+180
+0.9% +$3.21K 0.09% 106
2021
Q2 		$333K Buy
19,242
+42
+0.2% +$709 0.12% 80
2021
Q1 		$307K Sell
19,200
-48
-0.2% -$752 0.12% 76
2020
Q4 		$292K Buy
19,248
+54
+0.3% +$773 0.12% 72
2020
Q3 		$258K Buy
19,194
+1,536
+9% +$20.4K 0.12% 70
2020
Q2 		$218K Buy
+17,658
New +$206K 0.11% 71
2019
Q4 		– Sell
-17,670
Closed -$209K – 71
2019
Q3 		$209K Buy
17,670
+342
+2% +$4.03K 0.15% 56
2019
Q2 		$203K Buy
+17,328
New +$199K 0.15% 56

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

ERn Financial LLC's SCHX Position: Q2 2026 in Review

ERn Financial LLC held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 20,124 shares worth $592K. The position accounts for 0.1% of the portfolio, ranked #106.

ERn Financial LLC first reported a position in SCHX in Q2 2019 and has held it in 27 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • ERn Financial LLC held 20,124 shares of Schwab US Large- Cap ETF worth $592K as of Q2 2026.
  • ERn Financial LLC left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.1% of ERn Financial LLC's portfolio in Q2 2026, its #106 holding.
  • ERn Financial LLC first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 27 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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