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

Fiducient 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 		$544K Buy
18,477
+4,593
+33% +$131K 0.08% 98
2026
Q1 		$356K Sell
13,884
-233
-2% -$6.25K 0.05% 110
2025
Q4 		$380K Hold
14,117
– – 0.05% 127
2025
Q3 		$372K Sell
14,117
-7
-0% -$178 0.04% 110
2025
Q2 		$345K Hold
14,124
– – 0.04% 115
2025
Q1 		$312K Buy
+14,124
New +$329K 0.04% 126

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Fiducient Advisors's SCHX Position: Q2 2026 in Review

Fiducient Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 33% in Q2 2026, buying an estimated $131K and bringing the position to 18,477 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #98.

Fiducient Advisors first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Fiducient Advisors held 18,477 shares of Schwab US Large- Cap ETF worth $544K as of Q2 2026.
  • Fiducient Advisors bought 4,593 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $131K.
  • Schwab US Large- Cap ETF made up 0.08% of Fiducient Advisors's portfolio in Q2 2026, its #98 holding.
  • Fiducient Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.