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

Financial Life 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	$462K	Buy	15,708 +708	+5%	+$20.2K	0.13%	41
2026 Q1	$385K	Hold	15,000	–	–	0.12%	43
2025 Q4	$404K	Hold	15,000	–	–	0.12%	41
2025 Q3	$395K	Hold	15,000	–	–	0.13%	41
2025 Q2	$367K	Hold	15,000	–	–	0.13%	40
2025 Q1	$331K	Hold	15,000	–	–	0.12%	42
2024 Q4	$348K	Hold	15,000	–	–	0.13%	36
2024 Q3	$339K	Hold	15,000	–	–	0.13%	36
2024 Q2	$321K	Hold	15,000	–	–	0.13%	43
2024 Q1	$310K	Hold	15,000	–	–	0.13%	47
2023 Q4	$282K	Hold	15,000	–	–	0.12%	50
2023 Q3	$253K	Hold	15,000	–	–	0.11%	48
2023 Q2	$262K	Hold	15,000	–	–	0.11%	53
2023 Q1	$242K	Hold	15,000	–	–	0.1%	64
2022 Q4	$226K	Hold	15,000	–	–	0.1%	67
2022 Q3	$212K	Hold	15,000	–	–	0.11%	67
2022 Q2	$223K	Hold	15,000	–	–	0.1%	48
2022 Q1	$269K	Hold	15,000	–	–	0.11%	48
2021 Q4	$285K	Hold	15,000	–	–	0.11%	49
2021 Q3	$260K	Hold	15,000	–	–	0.11%	47
2021 Q2	$260K	Hold	15,000	–	–	0.11%	49
2021 Q1	$240K	Hold	15,000	–	–	0.11%	49
2020 Q4	$227K	Hold	15,000	–	–	0.12%	48
2020 Q3	$201K	Buy	+15,000	New	+$199K	0.11%	47

Other funds holding SCHX

SFG

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

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

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

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

Financial Life Advisors's SCHX Position: Q2 2026 in Review

Financial Life Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 4.7% in Q2 2026, buying an estimated $20.2K and bringing the position to 15,708 shares worth $462K. The position accounts for 0.13% of the portfolio, ranked #41.

Financial Life Advisors first reported a position in SCHX in Q3 2020 and has held it in 24 quarters since. 811 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Financial Life Advisors held 15,708 shares of Schwab US Large- Cap ETF worth $462K as of Q2 2026.
Financial Life Advisors bought 708 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $20.2K.
Schwab US Large- Cap ETF made up 0.13% of Financial Life Advisors's portfolio in Q2 2026, its #41 holding.
Financial Life Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 24 quarters since.
811 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.