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Financial Solutions Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Financial Solutions Advisory Group’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 		$79.5M Sell
2,684,047
-76,394
-3% -$2.18M 10.06% 2
2026
Q1 		$70.8M Buy
+2,760,441
New +$74M 9.78% 2

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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Financial Solutions Advisory Group's SCHX Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q2 2026, selling an estimated $2.18M and leaving 2,684,047 shares worth $79.5M. The position accounts for 10.06% of the portfolio, ranked #2.

Financial Solutions Advisory Group first reported a position in SCHX in Q1 2026 and has held it in 2 quarters since. 499 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Financial Solutions Advisory Group held 2,684,047 shares of Schwab US Large- Cap ETF worth $79.5M as of Q2 2026.
  • Financial Solutions Advisory Group sold 76,394 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.18M.
  • Schwab US Large- Cap ETF made up 10.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #2 holding.
  • Financial Solutions Advisory Group first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 499 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.