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Family Legacy Financial Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Family Legacy Financial Solutions’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 		$22.4M Buy
759,646
+34,249
+5% +$978K 13.63% 2
2026
Q1 		$18.7M Buy
725,397
+9,282
+1% +$249K 15.15% 1
2025
Q4 		$19.3M Buy
716,115
+235,502
+49% +$6.29M 14.86% 1
2025
Q3 		$12.7M Buy
480,613
+61,268
+15% +$1.56M 9.69% 2
2025
Q2 		$10.2M Buy
+419,345
New +$9.48M 8.69% 2

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

Family Legacy Financial Solutions's SCHX Position: Q2 2026 in Review

Family Legacy Financial Solutions increased its Schwab US Large- Cap ETF (SCHX) stake by 4.7% in Q2 2026, buying an estimated $978K and bringing the position to 759,646 shares worth $22.4M. The position accounts for 13.63% of the portfolio, ranked #2.

Family Legacy Financial Solutions first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Family Legacy Financial Solutions held 759,646 shares of Schwab US Large- Cap ETF worth $22.4M as of Q2 2026.
  • Family Legacy Financial Solutions bought 34,249 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $978K.
  • Schwab US Large- Cap ETF made up 13.63% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #2 holding.
  • Family Legacy Financial Solutions first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.