FC Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

FC Advisory’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	$400K	Buy	13,585 +209	+2%	+$5.97K	0.11%	88
2026 Q1	$343K	Buy	13,376 +135	+1%	+$3.62K	0.1%	90
2025 Q4	$356K	Sell	13,241 -646	-5%	-$17.3K	0.1%	91
2025 Q3	$366K	Sell	13,887 -308	-2%	-$7.82K	0.11%	89
2025 Q2	$347K	Buy	14,195 +61	+0.4%	+$1.38K	0.11%	91
2025 Q1	$312K	Sell	14,134 -505	-3%	-$11.8K	0.11%	90
2024 Q4	$339K	Sell	14,639 -1,498	-9%	-$34.9K	0.11%	84
2024 Q3	$365K	Sell	16,137 -1,479	-8%	-$32.2K	0.12%	83
2024 Q2	$377K	Sell	17,616 -99	-0.6%	-$2.05K	0.14%	76
2024 Q1	$366K	Sell	17,715 -1,638	-8%	-$32.2K	0.14%	78
2023 Q4	$364K	Sell	19,353 -294	-1%	-$5.16K	0.14%	78
2023 Q3	$331K	Sell	19,647 -48	-0.2%	-$842	0.14%	79
2023 Q2	$344K	Buy	19,695 +63	+0.3%	+$1.04K	0.14%	76
2023 Q1	$317K	Buy	19,632 +978	+5%	+$15.4K	0.14%	78
2022 Q4	$281K	Buy	+18,654	New	+$282K	0.13%	78

Other funds holding SCHX

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

FC Advisory's SCHX Position: Q2 2026 in Review

FC Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q2 2026, buying an estimated $5.97K and bringing the position to 13,585 shares worth $400K. The position accounts for 0.11% of the portfolio, ranked #88.

FC Advisory first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

FC Advisory held 13,585 shares of Schwab US Large- Cap ETF worth $400K as of Q2 2026.
FC Advisory bought 209 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.97K.
Schwab US Large- Cap ETF made up 0.11% of FC Advisory's portfolio in Q2 2026, its #88 holding.
FC Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.