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

Fairman 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 		$631K Buy
21,433
+46
+0.2% +$1.31K 0.5% 29
2026
Q1 		$548K Buy
21,387
+552
+3% +$14.8K 0.47% 29
2025
Q4 		$561K Sell
20,835
-398
-2% -$10.6K 0.45% 26
2025
Q3 		$559K Buy
21,233
+48
+0.2% +$1.22K 0.45% 29
2025
Q2 		$518K Buy
21,185
+958
+5% +$21.7K 0.43% 29
2025
Q1 		$305K Buy
20,227
+7,072
+54% +$165K 0.28% 40
2024
Q4 		$305K Sell
13,155
-99
-0.7% -$2.31K 0.25% 42
2024
Q3 		$300K Buy
13,254
+9
+0.1% +$196 0.27% 46
2024
Q2 		$285K Sell
13,245
-1,338
-9% -$27.6K 0.29% 44
2024
Q1 		$302K Sell
14,583
-987
-6% -$19.4K 0.28% 37
2023
Q4 		$293K Buy
+15,570
New +$273K 0.28% 34

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Fairman Group's SCHX Position: Q2 2026 in Review

Fairman Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.22% in Q2 2026, buying an estimated $1.31K and bringing the position to 21,433 shares worth $631K. The position accounts for 0.5% of the portfolio, ranked #29.

Fairman Group first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,092 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Fairman Group held 21,433 shares of Schwab US Large- Cap ETF worth $631K as of Q2 2026.
  • Fairman Group bought 46 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.31K.
  • Schwab US Large- Cap ETF made up 0.5% of Fairman Group's portfolio in Q2 2026, its #29 holding.
  • Fairman Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.