FF Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

FF Advisors’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	$1.11M	Buy	37,624 +1,414	+4%	+$40.4K	0.41%	43
2026 Q1	$1.01M	Hold	36,210	–	–	0.41%	51
2025 Q4	$974K	Hold	36,210	–	–	0.43%	49
2025 Q3	$954K	Hold	36,210	–	–	0.46%	43
2025 Q2	$885K	Hold	36,210	–	–	0.46%	43
2025 Q1	$804K	Hold	36,210	–	–	0.46%	42
2024 Q4	$865K	Sell	36,210 -72,420	-67%	-$1.69M	0.59%	44
2024 Q3	$835K	Buy	108,630 +72,420	+200%	+$1.58M	0.54%	44
2024 Q2	$775K	Hold	36,210	–	–	0.55%	46
2024 Q1	$749K	Hold	36,210	–	–	0.52%	47
2023 Q4	$681K	Buy	+36,210	New	+$636K	0.57%	45

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

FF Advisors's SCHX Position: Q2 2026 in Review

FF Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 3.9% in Q2 2026, buying an estimated $40.4K and bringing the position to 37,624 shares worth $1.11M. The position accounts for 0.41% of the portfolio, ranked #43.

FF Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

FF Advisors held 37,624 shares of Schwab US Large- Cap ETF worth $1.11M as of Q2 2026.
FF Advisors bought 1,414 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $40.4K.
Schwab US Large- Cap ETF made up 0.41% of FF Advisors's portfolio in Q2 2026, its #43 holding.
FF Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.