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

Floyd Financial 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	$6.53M	Sell	220,413 -27,276	-11%	-$779K	4.26%	6
2026 Q1	$6.83M	Sell	247,689 -389	-0.2%	-$10.4K	4.56%	6
2025 Q4	$6.74M	Buy	248,078 +16,337	+7%	+$436K	4.56%	5
2025 Q3	$6.09M	Sell	231,741 -38,585	-14%	-$980K	4.51%	7
2025 Q2	$6.7M	Sell	270,326 -117,623	-30%	-$2.66M	6.19%	4
2025 Q1	$8.57M	Sell	387,949 -147,819	-28%	-$3.44M	7.75%	2
2024 Q4	$12.3M	Buy	+535,768	New	+$12.5M	10.14%	1

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Floyd Financial Group's SCHX Position: Q2 2026 in Review

Floyd Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q2 2026, selling an estimated $779K and leaving 220,413 shares worth $6.53M. The position accounts for 4.26% of the portfolio, ranked #6.

Floyd Financial Group first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.3M in Q4 2024. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Floyd Financial Group held 220,413 shares of Schwab US Large- Cap ETF worth $6.53M as of Q2 2026.
Floyd Financial Group sold 27,276 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $779K.
Schwab US Large- Cap ETF made up 4.26% of Floyd Financial Group's portfolio in Q2 2026, its #6 holding.
Floyd Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Floyd Financial Group's Schwab US Large- Cap ETF position peaked at $12.3M in Q4 2024.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.