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Farmers & Merchants Investments Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Farmers & Merchants Investments Inc’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 		$387K Hold
13,151
– – 0.01% 265
2026
Q1 		$337K Buy
13,151
+206
+2% +$5.53K 0.01% 265
2025
Q4 		$348K Sell
12,945
-375
-3% -$10K 0.01% 264
2025
Q3 		$351K Hold
13,320
– – 0.01% 261
2025
Q2 		$326K Sell
13,320
-243
-2% -$5.49K 0.01% 265
2025
Q1 		$299K Hold
13,563
– – 0.01% 273
2024
Q4 		$314K Sell
13,563
-225
-2% -$5.24K 0.01% 273
2024
Q3 		$312K Hold
13,788
– – 0.01% 275
2024
Q2 		$295K Buy
13,788
+243
+2% +$5.02K 0.01% 269
2024
Q1 		$280K Hold
13,545
– – 0.01% 266
2023
Q4 		$255K Sell
13,545
-3,876
-22% -$68.1K 0.01% 270
2023
Q3 		$294K Buy
17,421
+1,065
+7% +$18.7K 0.01% 255
2023
Q2 		$286K Hold
16,356
– – 0.01% 259
2023
Q1 		$264K Hold
16,356
– – 0.01% 260
2022
Q4 		$246K Hold
16,356
– – 0.01% 273
2022
Q3 		$231K Sell
16,356
-3,378
-17% -$53K 0.01% 277
2022
Q2 		$294K Buy
19,734
+3,378
+21% +$54.7K 0.01% 258
2022
Q1 		$294K Sell
16,356
-2,796
-15% -$49.5K 0.01% 265
2021
Q4 		$363K Buy
19,152
+2,796
+17% +$51.7K 0.01% 255
2021
Q3 		$284K Hold
16,356
– – 0.01% 263
2021
Q2 		$283K Hold
16,356
– – 0.01% 224
2021
Q1 		$262K Buy
16,356
+3,876
+31% +$60.7K 0.01% 223
2020
Q4 		$189K Hold
12,480
– – 0.01% 231
2020
Q3 		$168K Hold
12,480
– – 0.01% 234
2020
Q2 		$154K Buy
+12,480
New +$145K 0.01% 232

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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Farmers & Merchants Investments Inc's SCHX Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 13,151 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #265.

Farmers & Merchants Investments Inc first reported a position in SCHX in Q2 2020 and has held it in 25 quarters since. 1,194 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Farmers & Merchants Investments Inc held 13,151 shares of Schwab US Large- Cap ETF worth $387K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #265 holding.
  • Farmers & Merchants Investments Inc first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,194 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.