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Focus Financial Network’s Schwab US Large- Cap ETF SCHX Stock Holding History

Focus Financial Network’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 		$18M Sell
611,089
-2,270
-0.4% -$64.8K 0.56% 37
2026
Q1 		$15.7M Sell
613,359
-29,225
-5% -$784K 0.56% 37
2025
Q4 		$17.3M Sell
642,584
-26,073
-4% -$696K 0.6% 32
2025
Q3 		$17.6M Buy
668,657
+14,151
+2% +$359K 0.63% 30
2025
Q2 		$16M Buy
654,506
+9,946
+2% +$225K 0.63% 31
2025
Q1 		$14.2M Sell
644,560
-12,176
-2% -$283K 0.58% 34
2024
Q4 		$15.2M Sell
656,736
-13,284
-2% -$310K 0.61% 34
2024
Q3 		$15.2M Sell
670,020
-13,827
-2% -$301K 0.62% 31
2024
Q2 		$15M Buy
683,847
+1,167
+0.2% +$24.1K 0.64% 31
2024
Q1 		$13.5M Sell
682,680
-564,339
-45% -$11.1M 0.66% 31
2023
Q4 		$23.4M Sell
1,247,019
-375,471
-23% -$6.59M 0.88% 17
2023
Q3 		$27.4M Buy
1,622,490
+14,856
+0.9% +$261K 1.54% 11
2023
Q2 		$28.1M Buy
1,607,634
+52,428
+3% +$866K 1.56% 11
2023
Q1 		$25.1M Buy
1,555,206
+118,146
+8% +$1.86M 1.56% 12
2022
Q4 		$21.6M Sell
1,437,060
-8,196
-0.6% -$124K 1.76% 11
2022
Q3 		$20.4M Buy
1,445,256
+2,547
+0.2% +$40K 1.76% 11
2022
Q2 		$21.5M Sell
1,442,709
-19,278
-1% -$312K 1.77% 11
2022
Q1 		$26.2M Buy
+1,461,987
New +$25.9M 1.83% 11
2021
Q1 		– Sell
-1,529,688
Closed -$23.2M – 518
2020
Q4 		$23.2M Buy
1,529,688
+121,350
+9% +$1.74M 2.06% 7
2020
Q3 		$18.9M Sell
1,408,338
-47,064
-3% -$625K 1.77% 9
2020
Q2 		$18M Sell
1,455,402
-39,414
-3% -$459K 2% 8
2020
Q1 		$15.3M Sell
1,494,816
-134,244
-8% -$1.63M 2.05% 8
2019
Q4 		$20.9M Buy
1,629,060
+153,432
+10% +$1.88M 2.56% 7
2019
Q3 		$17.4M Sell
1,475,628
-23,868
-2% -$281K 2.42% 8
2019
Q2 		$17.6M Buy
1,499,496
+33,846
+2% +$389K 2.61% 6
2019
Q1 		$16.5M Buy
+1,465,650
New +$15.9M 2.65% 6

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

Focus Financial Network's SCHX Position: Q2 2026 in Review

Focus Financial Network reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.37% in Q2 2026, selling an estimated $64.8K and leaving 611,089 shares worth $18M. The position accounts for 0.56% of the portfolio, ranked #37.

Focus Financial Network first reported a position in SCHX in Q1 2019 and has held it in 26 quarters since. The position peaked at $28.1M in Q2 2023. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Focus Financial Network held 611,089 shares of Schwab US Large- Cap ETF worth $18M as of Q2 2026.
  • Focus Financial Network sold 2,270 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $64.8K.
  • Schwab US Large- Cap ETF made up 0.56% of Focus Financial Network's portfolio in Q2 2026, its #37 holding.
  • Focus Financial Network first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 26 quarters since.
  • Focus Financial Network's Schwab US Large- Cap ETF position peaked at $28.1M in Q2 2023.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.