Flower City Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Flower City Capital’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	$3.7M	Sell	125,644 -269	-0.2%	-$7.68K	1.63%	9
2026 Q1	$3.23M	Sell	125,913 -930	-0.7%	-$24.9K	1.62%	9
2025 Q4	$3.41M	Buy	126,843 +10,360	+9%	+$277K	1.74%	8
2025 Q3	$3.07M	Sell	116,483 -2,269	-2%	-$57.6K	1.65%	8
2025 Q2	$2.9M	Sell	118,752 -1,161	-1%	-$26.2K	1.71%	8
2025 Q1	$2.65M	Sell	119,913 -2,099	-2%	-$48.9K	1.74%	9
2024 Q4	$2.83M	Sell	122,012 -10,024	-8%	-$234K	1.73%	10
2024 Q3	$2.99M	Sell	132,036 -2,280	-2%	-$49.7K	1.75%	10
2024 Q2	$2.89M	Sell	134,316 -2,007	-1%	-$41.5K	1.86%	9
2024 Q1	$2.82M	Sell	136,323 -3,132	-2%	-$61.7K	1.87%	9
2023 Q4	$2.62M	Sell	139,455 -6,039	-4%	-$106K	1.95%	9
2023 Q3	$2.45M	Sell	145,494 -855	-0.6%	-$15K	2.51%	8
2023 Q2	$2.55M	Sell	146,349 -1,944	-1%	-$32.1K	2.96%	7
2023 Q1	$2.39M	Sell	148,293 -5,661	-4%	-$89.1K	2.98%	7
2022 Q4	$2.32M	Sell	153,954 -6,375	-4%	-$96.5K	2.7%	8
2022 Q3	$2.26M	Sell	160,329 -168,705	-51%	-$2.65M	3.33%	6
2022 Q2	$4.9M	Buy	329,034 +66,888	+26%	+$1.08M	4.76%	7
2022 Q1	$4.71M	Buy	+262,146	New	+$4.64M	3.94%	7

Other funds holding SCHX

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Flower City Capital's SCHX Position: Q2 2026 in Review

Flower City Capital reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.21% in Q2 2026, selling an estimated $7.68K and leaving 125,644 shares worth $3.7M. The position accounts for 1.63% of the portfolio, ranked #9.

Flower City Capital first reported a position in SCHX in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.9M in Q2 2022. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Flower City Capital held 125,644 shares of Schwab US Large- Cap ETF worth $3.7M as of Q2 2026.
Flower City Capital sold 269 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $7.68K.
Schwab US Large- Cap ETF made up 1.63% of Flower City Capital's portfolio in Q2 2026, its #9 holding.
Flower City Capital first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 18 quarters since.
Flower City Capital's Schwab US Large- Cap ETF position peaked at $4.9M in Q2 2022.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Flower City Capital's 13F filing for Q2 2026, filed 7 Jul 2026.