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

ETF Store’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 		$4.36M Buy
148,227
+1,055
+0.7% +$30.1K 3.65% 5
2026
Q1 		$3.77M Buy
147,172
+1,150
+0.8% +$30.8K 3.68% 5
2025
Q4 		$3.93M Buy
146,022
+172
+0.1% +$4.59K 4.01% 5
2025
Q3 		$3.84M Sell
145,850
-1,714
-1% -$43.5K 4.07% 5
2025
Q2 		$3.61M Buy
147,564
+4,831
+3% +$109K 4.18% 5
2025
Q1 		$3.15M Sell
142,733
-452
-0.3% -$10.5K 3.87% 6
2024
Q4 		$3.32M Sell
143,185
-8,906
-6% -$208K 4.12% 4
2024
Q3 		$3.44M Sell
152,091
-10,473
-6% -$228K 3.54% 5
2024
Q2 		$3.48M Sell
162,564
-155,199
-49% -$3.21M 3.59% 5
2024
Q1 		$6.57M Sell
317,763
-8,946
-3% -$176K 3.75% 5
2023
Q4 		$6.14M Buy
326,709
+4,761
+1% +$83.6K 3.97% 5
2023
Q3 		$5.46M Buy
321,948
+1,545
+0.5% +$27.1K 3.9% 5
2023
Q2 		$5.75M Sell
320,403
-1,200
-0.4% -$19.8K 4.03% 5
2023
Q1 		$5.13M Buy
321,603
+990
+0.3% +$15.6K 3.91% 8
2022
Q4 		$5.16M Buy
320,613
+37,821
+13% +$572K 3.97% 7
2022
Q3 		$3.99M Sell
282,792
-2,685
-0.9% -$42.1K 3.49% 9
2022
Q2 		$4.33M Buy
285,477
+3,963
+1% +$64.2K 3.54% 10
2022
Q1 		$4.65M Sell
281,514
-3,078
-1% -$54.5K 3.66% 10
2021
Q4 		$5.06M Buy
+284,592
New +$5.26M 3.82% 9

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

ETF Store's SCHX Position: Q2 2026 in Review

ETF Store increased its Schwab US Large- Cap ETF (SCHX) stake by 0.72% in Q2 2026, buying an estimated $30.1K and bringing the position to 148,227 shares worth $4.36M. The position accounts for 3.65% of the portfolio, ranked #5.

ETF Store first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.57M in Q1 2024. 819 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • ETF Store held 148,227 shares of Schwab US Large- Cap ETF worth $4.36M as of Q2 2026.
  • ETF Store bought 1,055 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $30.1K.
  • Schwab US Large- Cap ETF made up 3.65% of ETF Store's portfolio in Q2 2026, its #5 holding.
  • ETF Store first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • ETF Store's Schwab US Large- Cap ETF position peaked at $6.57M in Q1 2024.
  • 819 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.