FGC
SCHX icon

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

Financial Gravity Companies’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 		$75.3K Buy
+2,557
New +$73K 0.01% 256
2025
Q2 		$65.1K Buy
+2,665
New +$60.3K 0.01% 270
2024
Q4 		$56.6K Hold
2,442
– – 0.01% 268
2024
Q3 		$55.2K Buy
+2,442
New +$53.2K 0.01% 173

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

Financial Gravity Companies's SCHX Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 2,557 shares worth $75.3K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHX as recently as Q2 2025.

Financial Gravity Companies first reported a position in SCHX in Q3 2024 and has held it in 4 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Financial Gravity Companies held 2,557 shares of Schwab US Large- Cap ETF worth $75.3K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Financial Gravity Companies position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #256 holding.
  • Financial Gravity Companies first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.