Fiduciary Alliance’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fiduciary Alliance’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	$691K	Sell	23,490 -2,072	-8%	-$59.2K	0.05%	320
2026 Q1	$705K	Sell	25,562 -380	-1%	-$10.2K	0.04%	313
2025 Q4	$698K	Buy	25,942 +2	+0%	+$53	0.05%	292
2025 Q3	$683K	Sell	25,940 -1,636	-6%	-$41.5K	0.05%	289
2025 Q2	$674K	Buy	27,576 +1,970	+8%	+$44.5K	0.05%	279
2025 Q1	$565K	Buy	25,606 +899	+4%	+$20.9K	0.06%	236
2024 Q4	$573K	Buy	+24,707	New	+$576K	0.06%	220
2023 Q3	–	Sell	-12,480	Closed	-$218K	–	798
2023 Q2	$218K	Buy	+12,480	New	+$206K	0.05%	141
2023 Q1	–	Sell	-6,855	Closed	-$103K	–	730
2022 Q4	$103K	Buy	+6,855	New	+$104K	0.03%	161

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 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

Fiduciary Alliance's SCHX Position: Q2 2026 in Review

Fiduciary Alliance reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.1% in Q2 2026, selling an estimated $59.2K and leaving 23,490 shares worth $691K. The position accounts for 0.05% of the portfolio, ranked #320.

Fiduciary Alliance first reported a position in SCHX in Q4 2022 and has held it in 9 quarters since. The position peaked at $705K in Q1 2026. 369 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Fiduciary Alliance held 23,490 shares of Schwab US Large- Cap ETF worth $691K as of Q2 2026.
Fiduciary Alliance sold 2,072 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $59.2K.
Schwab US Large- Cap ETF made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #320 holding.
Fiduciary Alliance first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 9 quarters since.
Fiduciary Alliance's Schwab US Large- Cap ETF position peaked at $705K in Q1 2026.
369 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.