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

Financial Perspectives’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 		$63K Buy
2,141
+5
+0.2% +$143 0.02% 296
2026
Q1 		$54.8K Buy
2,136
+6
+0.3% +$161 0.02% 300
2025
Q4 		$57.3K Buy
2,130
+7
+0.3% +$187 0.02% 292
2025
Q3 		$55.9K Hold
2,123
– – 0.02% 299
2025
Q2 		$51.9K Hold
2,123
– – 0.02% 303
2025
Q1 		$46.9K Hold
2,123
– – 0.02% 307
2024
Q4 		$49.2K Sell
2,123
-1
-0% -$23 0.02% 304
2024
Q3 		$48K Hold
2,124
– – 0.02% 290
2024
Q2 		$45.5K Hold
2,124
– – 0.02% 287
2024
Q1 		$43.9K Buy
2,124
+6
+0.3% +$118 0.02% 292
2023
Q4 		$39.8K Buy
2,118
+9
+0.4% +$158 0.02% 291
2023
Q3 		$35.6K Buy
2,109
+9
+0.4% +$158 0.02% 286
2023
Q2 		$36.7K Hold
2,100
– – 0.02% 295
2023
Q1 		$33.9K Hold
2,100
– – 0.02% 300
2022
Q4 		$31.6K Hold
2,100
– – 0.02% 308
2022
Q3 		$29.6K Hold
2,100
– – 0.02% 296
2022
Q2 		$31.3K Hold
2,100
– – 0.02% 292
2022
Q1 		$37.7K Hold
2,100
– – 0.02% 287
2021
Q4 		$39.8K Hold
2,100
– – 0.02% 263
2021
Q3 		$36.4K Hold
2,100
– – 0.02% 273
2021
Q2 		$36.4K Sell
2,100
-199,566
-99% -$3.37M 0.02% 294
2021
Q1 		$350K Buy
201,666
+199,566
+9,503% +$3.13M 0.02% 334
2020
Q4 		$31.8K Hold
2,100
– – 0.02% 277
2020
Q3 		$28.2K Hold
2,100
– – 0.02% 251
2020
Q2 		$25.9K Hold
2,100
– – 0.02% 244
2020
Q1 		$21.4K Hold
2,100
– – 0.02% 233
2019
Q4 		$26.9K Buy
+2,100
New +$25.7K 0.02% 230

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 Perspectives's SCHX Position: Q2 2026 in Review

Financial Perspectives increased its Schwab US Large- Cap ETF (SCHX) stake by 0.23% in Q2 2026, buying an estimated $143 and bringing the position to 2,141 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #296.

Financial Perspectives first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. The position peaked at $350K in Q1 2021. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Financial Perspectives held 2,141 shares of Schwab US Large- Cap ETF worth $63K as of Q2 2026.
  • Financial Perspectives bought 5 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $143.
  • Schwab US Large- Cap ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #296 holding.
  • Financial Perspectives first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Schwab US Large- Cap ETF position peaked at $350K in Q1 2021.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.