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

Financial Designs’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	$417K	Hold	14,172	–	–	0.22%	27
2026 Q1	$363K	Hold	14,172	–	–	0.2%	28
2025 Q4	$381K	Hold	14,172	–	–	0.22%	23
2025 Q3	$382K	Hold	14,172	–	–	0.22%	22
2025 Q2	$346K	Hold	14,172	–	–	0.21%	26
2025 Q1	$313K	Hold	14,172	–	–	0.22%	19
2024 Q4	$329K	Buy	+14,172	New	+$330K	0.22%	19
2023 Q4	–	Sell	-14,172	Closed	-$239K	–	24
2023 Q3	$239K	Buy	+14,172	New	+$249K	0.18%	24

Other funds holding SCHX

SFG

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

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 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

Financial Designs's SCHX Position: Q2 2026 in Review

Financial Designs held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 14,172 shares worth $417K. The position accounts for 0.22% of the portfolio, ranked #27.

Financial Designs first reported a position in SCHX in Q3 2023 and has held it in 8 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Financial Designs held 14,172 shares of Schwab US Large- Cap ETF worth $417K as of Q2 2026.
Financial Designs left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.22% of Financial Designs's portfolio in Q2 2026, its #27 holding.
Financial Designs first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 8 quarters since.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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