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FinDec Wealth Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

FinDec Wealth Services’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 		$326K Sell
11,071
-959
-8% -$27.4K 0.38% 22
2026
Q1 		$308K Sell
12,030
-767
-6% -$20.6K 0.38% 23
2025
Q4 		$344K Hold
12,797
– – 0.37% 23
2025
Q3 		$337K Sell
12,797
-109
-0.8% -$2.77K 0.35% 23
2025
Q2 		$315K Sell
12,906
-11,482
-47% -$260K 0.33% 26
2025
Q1 		$538K Sell
24,388
-36,002
-60% -$838K 0.53% 26
2024
Q4 		$1.4M Sell
60,390
-37,047
-38% -$863K 0.97% 23
2024
Q3 		$2.2M Sell
97,437
-9
-0% -$196 1.28% 25
2024
Q2 		$2.09M Sell
97,446
-2,100
-2% -$43.4K 1.32% 23
2024
Q1 		$2.06M Sell
99,546
-1,572
-2% -$30.9K 1.29% 24
2023
Q4 		$1.9M Sell
101,118
-807
-0.8% -$14.2K 1.27% 24
2023
Q3 		$1.72M Sell
101,925
-7,779
-7% -$136K 1.24% 23
2023
Q2 		$1.92M Sell
109,704
-3
-0% -$50 1.34% 23
2023
Q1 		$1.77M Sell
109,707
-5,259
-5% -$82.8K 1.34% 23
2022
Q4 		$1.73M Buy
+114,966
New +$1.74M 1.43% 23

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

FinDec Wealth Services's SCHX Position: Q2 2026 in Review

FinDec Wealth Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 8% in Q2 2026, selling an estimated $27.4K and leaving 11,071 shares worth $326K. The position accounts for 0.38% of the portfolio, ranked #22.

FinDec Wealth Services first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.2M in Q3 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • FinDec Wealth Services held 11,071 shares of Schwab US Large- Cap ETF worth $326K as of Q2 2026.
  • FinDec Wealth Services sold 959 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $27.4K.
  • Schwab US Large- Cap ETF made up 0.38% of FinDec Wealth Services's portfolio in Q2 2026, its #22 holding.
  • FinDec Wealth Services first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • FinDec Wealth Services's Schwab US Large- Cap ETF position peaked at $2.2M in Q3 2024.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.