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

Ethos Financial Group’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 		$30.1M Sell
1,046,192
-195,811
-16% -$5.59M 2.02% 7
2026
Q1 		$31.8M Buy
1,242,003
+23,566
+2% +$632K 2.33% 7
2025
Q4 		$32.8M Buy
1,218,437
+10,944
+0.9% +$292K 2.42% 6
2025
Q3 		$31.8M Buy
1,207,493
+5,965
+0.5% +$151K 2.5% 6
2025
Q2 		$29.4M Buy
1,201,528
+175,482
+17% +$3.97M 2.53% 5
2025
Q1 		$23.8M Buy
1,026,046
+5,485
+0.5% +$128K 2.27% 5
2024
Q4 		$23.7M Buy
1,020,561
+97,644
+11% +$2.28M 3.08% 3
2024
Q3 		$20.9M Buy
922,917
+13,023
+1% +$284K 3.44% 4
2024
Q2 		$19.5M Buy
909,894
+44,196
+5% +$913K 3.44% 3
2024
Q1 		$18M Buy
865,698
+33,246
+4% +$654K 3.4% 3
2023
Q4 		$15.7M Buy
832,452
+75,459
+10% +$1.33M 3.33% 4
2023
Q3 		$12.9M Buy
756,993
+270,744
+56% +$4.75M 3.33% 3
2023
Q2 		$7.84M Hold
486,249
– – 2.65% 11
2023
Q1 		$7.84M Buy
486,249
+22,392
+5% +$352K 2.44% 11
2022
Q4 		$6.98M Buy
+463,857
New +$7.02M 2.36% 15

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

Ethos Financial Group's SCHX Position: Q2 2026 in Review

Ethos Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, selling an estimated $5.59M and leaving 1,046,192 shares worth $30.1M. The position accounts for 2.02% of the portfolio, ranked #7.

Ethos Financial Group first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.8M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ethos Financial Group held 1,046,192 shares of Schwab US Large- Cap ETF worth $30.1M as of Q2 2026.
  • Ethos Financial Group sold 195,811 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.59M.
  • Schwab US Large- Cap ETF made up 2.02% of Ethos Financial Group's portfolio in Q2 2026, its #7 holding.
  • Ethos Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Ethos Financial Group's Schwab US Large- Cap ETF position peaked at $32.8M in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.