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

Financial Advisory Corporation’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	$285K	Sell	9,683 -60	-0.6%	-$1.71K	0.04%	42
2026 Q1	$250K	Buy	9,743 +240	+3%	+$6.44K	0.03%	43
2025 Q4	$256K	Sell	9,503 -154	-2%	-$4.11K	0.04%	44
2025 Q3	$254K	Hold	9,657	–	–	0.04%	43
2025 Q2	$236K	Buy	9,657 +172	+2%	+$3.89K	0.04%	44
2025 Q1	$209K	Buy	9,485 +99	+1%	+$2.31K	0.03%	45
2024 Q4	$218K	Buy	+9,386	New	+$219K	0.04%	37

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

Financial Advisory Corporation's SCHX Position: Q2 2026 in Review

Financial Advisory Corporation reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.62% in Q2 2026, selling an estimated $1.71K and leaving 9,683 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #42.

Financial Advisory Corporation first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Financial Advisory Corporation held 9,683 shares of Schwab US Large- Cap ETF worth $285K as of Q2 2026.
Financial Advisory Corporation sold 60 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.71K.
Schwab US Large- Cap ETF made up 0.04% of Financial Advisory Corporation's portfolio in Q2 2026, its #42 holding.
Financial Advisory Corporation first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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