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

Financial Consulate’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 		$155M Buy
5,266,972
+74,799
+1% +$2.14M 17.25% 1
2026
Q1 		$133M Sell
5,192,173
-9,771
-0.2% -$262K 16.59% 1
2025
Q4 		$140M Buy
5,201,944
+68,869
+1% +$1.84M 19.14% 1
2025
Q3 		$135M Buy
5,133,075
+429,933
+9% +$10.9M 19.09% 1
2025
Q2 		$115M Buy
4,703,142
+585,217
+14% +$13.2M 22.69% 1
2025
Q1 		$90.9M Buy
4,117,925
+360,433
+10% +$8.39M 22.95% 1
2024
Q4 		$87.1M Buy
3,757,492
+65,251
+2% +$1.52M 23.1% 1
2024
Q3 		$83.5M Buy
3,692,241
+198,879
+6% +$4.33M 22.18% 1
2024
Q2 		$74.8M Buy
3,493,362
+16,347
+0.5% +$338K 21.93% 1
2024
Q1 		$71.9M Buy
3,477,015
+134,409
+4% +$2.65M 21.26% 1
2023
Q4 		$62.8M Buy
3,342,606
+643,437
+24% +$11.3M 20.67% 1
2023
Q3 		$45.5M Buy
2,699,169
+24,231
+0.9% +$425K 20.1% 1
2023
Q2 		$46.7M Buy
2,674,938
+116,046
+5% +$1.92M 19.8% 1
2023
Q1 		$41.3M Buy
2,558,892
+468,855
+22% +$7.38M 14.39% 2
2022
Q4 		$31.5M Sell
2,090,037
-20,271
-1% -$307K 10.98% 2
2022
Q3 		$29.8M Buy
2,110,308
+443,256
+27% +$6.95M 12.57% 2
2022
Q2 		$24.8M Buy
1,667,052
+132,816
+9% +$2.15M 11.63% 1
2022
Q1 		$27.5M Buy
1,534,236
+136,824
+10% +$2.42M 10.58% 1
2021
Q4 		$26.5M Buy
1,397,412
+75,390
+6% +$1.39M 9.19% 1
2021
Q3 		$22.9M Buy
1,322,022
+58,968
+5% +$1.05M 8.31% 2
2021
Q2 		$21.9M Buy
1,263,054
+57,300
+5% +$967K 7.89% 3
2021
Q1 		$19.3M Buy
1,205,754
+49,536
+4% +$776K 7.83% 3
2020
Q4 		$17.5M Buy
1,156,218
+19,788
+2% +$283K 7.56% 3
2020
Q3 		$15.3M Buy
1,136,430
+29,226
+3% +$388K 7.25% 4
2020
Q2 		$13.7M Sell
1,107,204
-85,920
-7% -$1M 6.95% 4
2020
Q1 		$12.2M Sell
1,193,124
-1,372,578
-53% -$16.7M 7.23% 3
2019
Q4 		$32.8M Buy
2,565,702
+824,928
+47% +$10.1M 14.51% 1
2019
Q3 		$20.6M Buy
1,740,774
+18,060
+1% +$213K 8.96% 2
2019
Q2 		$20.2M Buy
1,722,714
+1,202,724
+231% +$13.8M 9.07% 3
2019
Q1 		$5.86M Sell
519,990
-161,514
-24% -$1.75M 2.68% 8
2018
Q4 		$6.78M Buy
681,504
+339,462
+99% +$3.64M 4.07% 6
2018
Q3 		$3.96M Sell
342,042
-1,165,902
-77% -$13.3M 2.25% 9
2018
Q2 		$16.3M Buy
1,507,944
+64,038
+4% +$691K 8.27% 3
2018
Q1 		$15.2M Buy
1,443,906
+64,404
+5% +$700K 8.04% 3
2017
Q4 		$14.7M Buy
1,379,502
+96,318
+8% +$998K 7.49% 2
2017
Q3 		$12.8M Sell
1,283,184
-537,558
-30% -$5.28M 6.99% 4
2017
Q2 		$17.5M Buy
1,820,742
+100,710
+6% +$961K 10.31% 1
2017
Q1 		$16.1M Sell
1,720,032
-24,468
-1% -$226K 10.29% 1
2016
Q4 		$15.5M Sell
1,744,500
-68,694
-4% -$597K 11.24% 2
2016
Q3 		$15.6M Sell
1,813,194
-305,556
-14% -$2.62M 13.89% 1
2016
Q2 		$17.6M Buy
2,118,750
+30,984
+1% +$255K 13.45% 2
2016
Q1 		$17M Buy
2,087,766
+135,828
+7% +$1.05M 11.68% 2
2015
Q4 		$15.8M Buy
1,951,938
+74,124
+4% +$604K 11.24% 2
2015
Q3 		$14.3M Sell
1,877,814
-514,518
-22% -$4.16M 12.46% 1
2015
Q2 		$19.7M Buy
+2,392,332
New +$20.1M 14.51% 1
2015
Q1 		– Sell
-2,679,348
Closed -$21.9M – 67
2014
Q4 		$21.9M Buy
+2,679,348
New +$21.4M 14.43% 1

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Financial Consulate's SCHX Position: Q2 2026 in Review

Financial Consulate increased its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q2 2026, buying an estimated $2.14M and bringing the position to 5,266,972 shares worth $155M. The position accounts for 17.25% of the portfolio, ranked #1.

Financial Consulate first reported a position in SCHX in Q4 2014 and has held it in 46 quarters since. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Financial Consulate held 5,266,972 shares of Schwab US Large- Cap ETF worth $155M as of Q2 2026.
  • Financial Consulate bought 74,799 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.14M.
  • Schwab US Large- Cap ETF made up 17.25% of Financial Consulate's portfolio in Q2 2026, its #1 holding.
  • Financial Consulate first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • 522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.