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

Fiduciary Financial Group’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	$319K	Sell	10,833 -165	-2%	-$4.71K	0.04%	285
2026 Q1	$282K	Buy	10,998 +939	+9%	+$25.2K	0.04%	280
2025 Q4	$271K	Buy	10,059 +27	+0.3%	+$721	0.04%	271
2025 Q3	$264K	Buy	10,032 +26	+0.3%	+$660	0.04%	264
2025 Q2	$245K	Buy	10,006 +26	+0.3%	+$588	0.04%	263
2025 Q1	$207K	Buy	9,980 +28	+0.3%	+$652	0.05%	273
2024 Q4	$229K	Buy	9,952 +28	+0.3%	+$653	0.05%	246
2024 Q3	$224K	Buy	9,924 +27	+0.3%	+$588	0.05%	243
2024 Q2	$220K	Buy	+9,897	New	+$205K	0.05%	240

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

OWM

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

Fiduciary Financial Group's SCHX Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.5% in Q2 2026, selling an estimated $4.71K and leaving 10,833 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #285.

Fiduciary Financial Group first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 819 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Fiduciary Financial Group held 10,833 shares of Schwab US Large- Cap ETF worth $319K as of Q2 2026.
Fiduciary Financial Group sold 165 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.71K.
Schwab US Large- Cap ETF made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #285 holding.
Fiduciary Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
819 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.