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

Financial Synergies Wealth 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	$8.03M	Sell	272,927 -18,721	-6%	-$535K	0.68%	22
2026 Q1	$7.48M	Buy	291,648 +11,705	+4%	+$314K	0.71%	19
2025 Q4	$7.53M	Sell	279,943 -3,947	-1%	-$105K	0.73%	17
2025 Q3	$7.48M	Sell	283,890 -2,066	-0.7%	-$52.5K	0.76%	18
2025 Q2	$6.99M	Buy	285,956 +6,569	+2%	+$149K	0.76%	18
2025 Q1	$6.17M	Sell	279,387 -9,578	-3%	-$223K	0.75%	18
2024 Q4	$6.7M	Sell	288,965 -982	-0.3%	-$22.9K	0.83%	16
2024 Q3	$6.56M	Buy	289,947 +7,446	+3%	+$162K	0.81%	17
2024 Q2	$6.05M	Sell	282,501 -11,262	-4%	-$233K	0.82%	17
2024 Q1	$6.08M	Sell	293,763 -35,370	-11%	-$696K	0.8%	18
2023 Q4	$4.95M	Buy	329,133 +9,462	+3%	+$166K	0.77%	20
2023 Q3	$5.39M	Sell	319,671 -7,683	-2%	-$135K	0.78%	20
2023 Q2	$5.71M	Sell	327,354 -1,626	-0.5%	-$26.8K	0.8%	19
2023 Q1	$5.3M	Sell	328,980 -153	-0%	-$2.41K	0.78%	19
2022 Q4	$4.95M	Buy	329,133 +184,635	+128%	+$2.79M	0.77%	20
2022 Q3	$2.04M	Sell	144,498 -52,098	-27%	-$817K	0.35%	23
2022 Q2	$2.93M	Buy	196,596 +88,692	+82%	+$1.44M	0.48%	22
2022 Q1	$1.94M	Sell	107,904 -9,846	-8%	-$174K	0.3%	28
2021 Q4	$2.23M	Buy	117,750 +18	+0%	+$333	0.31%	28
2021 Q3	$2.04M	Sell	117,732 -2,700	-2%	-$48.2K	0.28%	27
2021 Q2	$2.09M	Buy	120,432 +4,266	+4%	+$72K	0.28%	27
2021 Q1	$1.86M	Buy	116,166 +2,472	+2%	+$38.7K	0.27%	29
2020 Q4	$1.72M	Sell	113,694 -58,284	-34%	-$834K	0.27%	29
2020 Q3	$2.31M	Sell	171,978 -110,628	-39%	-$1.47M	0.59%	24
2020 Q2	$3.49M	Buy	282,606 +39,684	+16%	+$462K	1.18%	13
2020 Q1	$2.48M	Sell	242,922 -4,404	-2%	-$53.5K	1.41%	9
2019 Q4	$3.17M	Buy	247,326 +8,910	+4%	+$109K	1.42%	10
2019 Q3	$2.82M	Buy	238,416 +11,958	+5%	+$141K	1.37%	10
2019 Q2	$2.65M	Buy	226,458 +29,868	+15%	+$343K	1.33%	10
2019 Q1	$2.22M	Buy	+196,590	New	+$2.13M	1.18%	10

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

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

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Financial Synergies Wealth Advisors's SCHX Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.4% in Q2 2026, selling an estimated $535K and leaving 272,927 shares worth $8.03M. The position accounts for 0.68% of the portfolio, ranked #22.

Financial Synergies Wealth Advisors first reported a position in SCHX in Q1 2019 and has held it in 30 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Financial Synergies Wealth Advisors held 272,927 shares of Schwab US Large- Cap ETF worth $8.03M as of Q2 2026.
Financial Synergies Wealth Advisors sold 18,721 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $535K.
Schwab US Large- Cap ETF made up 0.68% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Financial Synergies Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 30 quarters since.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.