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

Everhart 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	$2.15M	Sell	72,888 -1,258	-2%	-$35.9K	0.14%	77
2026 Q1	$1.9M	Buy	74,146 +1,256	+2%	+$33.7K	0.16%	84
2025 Q4	$1.96M	Sell	72,890 -1,867	-2%	-$49.9K	0.18%	75
2025 Q3	$1.97M	Sell	74,757 -17,938	-19%	-$456K	0.2%	61
2025 Q2	$2.27M	Sell	92,695 -1,372	-1%	-$31K	0.26%	50
2025 Q1	$2.08M	Buy	94,067 +41,199	+78%	+$959K	0.28%	45
2024 Q4	$1.23M	Sell	52,868 -364	-0.7%	-$8.48K	0.25%	79
2024 Q3	$1.2M	Sell	53,232 -258	-0.5%	-$5.62K	0.27%	73
2024 Q2	$1.15M	Sell	53,490 -474	-0.9%	-$9.79K	0.3%	61
2024 Q1	$1.12M	Buy	53,964 +1,947	+4%	+$38.3K	0.33%	60
2023 Q4	$978K	Sell	52,017 -25,416	-33%	-$446K	0.35%	59
2023 Q3	$1.31M	Buy	77,433 +18,090	+30%	+$317K	0.55%	37
2023 Q2	$1.03M	Sell	59,343 -1,305	-2%	-$21.5K	0.43%	49
2023 Q1	$978K	Sell	60,648 -894	-1%	-$14.1K	0.44%	48
2022 Q4	$926K	Sell	61,542 -438	-0.7%	-$6.63K	0.47%	43
2022 Q3	$875K	Buy	61,980 +15	+0%	+$235	0.48%	38
2022 Q2	$923K	Buy	61,965 +1,842	+3%	+$29.8K	0.56%	38
2022 Q1	$1.08M	Sell	60,123 -1,875	-3%	-$33.2K	0.62%	37
2021 Q4	$1.18M	Sell	61,998 -1,572	-2%	-$29K	0.71%	32
2021 Q3	$1.1M	Sell	63,570 -1,740	-3%	-$31K	0.75%	32
2021 Q2	$1.13M	Buy	65,310 +294	+0.5%	+$4.96K	0.78%	32
2021 Q1	$1.04M	Sell	65,016 -978	-1%	-$15.3K	0.91%	28
2020 Q4	$1M	Buy	+65,994	New	+$944K	0.92%	27

Other funds holding SCHX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Everhart Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q2 2026, selling an estimated $35.9K and leaving 72,888 shares worth $2.15M. The position accounts for 0.14% of the portfolio, ranked #77.

Everhart Financial Group first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.27M in Q2 2025. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Everhart Financial Group held 72,888 shares of Schwab US Large- Cap ETF worth $2.15M as of Q2 2026.
Everhart Financial Group sold 1,258 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $35.9K.
Schwab US Large- Cap ETF made up 0.14% of Everhart Financial Group's portfolio in Q2 2026, its #77 holding.
Everhart Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
Everhart Financial Group's Schwab US Large- Cap ETF position peaked at $2.27M in Q2 2025.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.