Evernest Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Evernest Financial Advisors’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	$596K	Buy	20,242 +1	+0%	+$29	0.12%	109
2026 Q1	$570K	Hold	20,241	–	–	0.12%	110
2025 Q4	$554K	Sell	20,241 -5,560	-22%	-$148K	0.12%	111
2025 Q3	$680K	Buy	25,801 +41	+0.2%	+$1.04K	0.19%	97
2025 Q2	$630K	Buy	25,760 +44	+0.2%	+$995	0.2%	95
2025 Q1	$568K	Buy	25,716 +45	+0.2%	+$1.05K	0.2%	96
2024 Q4	$595K	Sell	25,671 -639	-2%	-$14.9K	0.15%	98
2024 Q3	$595K	Buy	26,310 +90	+0.3%	+$1.96K	0.16%	98
2024 Q2	$562K	Hold	26,220	–	–	0.25%	78
2024 Q1	$513K	Sell	26,220 -15,816	-38%	-$311K	0.24%	84
2023 Q4	$790K	Buy	+42,036	New	+$738K	0.4%	59
2021 Q4	$518K	Buy	+52,314	New	+$966K	0.27%	79

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Evernest Financial Advisors's SCHX Position: Q2 2026 in Review

Evernest Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0% in Q2 2026, buying an estimated $29 and bringing the position to 20,242 shares worth $596K. The position accounts for 0.12% of the portfolio, ranked #109.

Evernest Financial Advisors first reported a position in SCHX in Q4 2021 and has held it in 12 quarters since. The position peaked at $790K in Q4 2023. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Evernest Financial Advisors held 20,242 shares of Schwab US Large- Cap ETF worth $596K as of Q2 2026.
Evernest Financial Advisors bought 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
Schwab US Large- Cap ETF made up 0.12% of Evernest Financial Advisors's portfolio in Q2 2026, its #109 holding.
Evernest Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Schwab US Large- Cap ETF position peaked at $790K in Q4 2023.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.