Family Investment Center’s Schwab US Large- Cap ETF SCHX Stock Holding History

Family Investment Center’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	$318K	Buy	10,812 +33	+0.3%	+$942	0.05%	85
2026 Q1	$276K	Hold	10,779	–	–	0.05%	71
2025 Q4	$290K	Hold	10,779	–	–	0.06%	77
2025 Q3	$284K	Sell	10,779 -1,722	-14%	-$43.7K	0.06%	76
2025 Q2	$306K	Sell	12,501 -2,214	-15%	-$50.1K	0.07%	67
2025 Q1	$325K	Buy	14,715 +2,257	+18%	+$52.5K	0.08%	61
2024 Q4	$289K	Buy	12,458 +5	+0%	+$117	0.07%	70
2024 Q3	$282K	Buy	12,453 +9	+0.1%	+$196	0.07%	68
2024 Q2	$266K	Hold	12,444	–	–	0.08%	70
2024 Q1	$257K	Buy	12,444 +6	+0%	+$118	0.08%	71
2023 Q4	$234K	Buy	+12,438	New	+$218K	0.12%	66

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Family Investment Center's SCHX Position: Q2 2026 in Review

Family Investment Center increased its Schwab US Large- Cap ETF (SCHX) stake by 0.31% in Q2 2026, buying an estimated $942 and bringing the position to 10,812 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #85.

Family Investment Center first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $325K in Q1 2025. 1,071 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Family Investment Center held 10,812 shares of Schwab US Large- Cap ETF worth $318K as of Q2 2026.
Family Investment Center bought 33 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $942.
Schwab US Large- Cap ETF made up 0.05% of Family Investment Center's portfolio in Q2 2026, its #85 holding.
Family Investment Center first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Family Investment Center's Schwab US Large- Cap ETF position peaked at $325K in Q1 2025.
1,071 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.