Foguth Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Foguth Wealth Management’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	$294K	Sell	10,041 -12	-0.1%	-$343	0.03%	173
2026 Q1	$299K	Sell	10,053 -223	-2%	-$5.98K	0.03%	162
2025 Q4	$277K	Buy	+10,276	New	+$274K	0.04%	138
2025 Q2	$235K	Sell	9,627 -2,276	-19%	-$51.5K	0.05%	123
2025 Q1	$263K	Buy	+11,903	New	+$277K	0.06%	124

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

Foguth Wealth Management's SCHX Position: Q2 2026 in Review

Foguth Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.12% in Q2 2026, selling an estimated $343 and leaving 10,041 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #173.

Foguth Wealth Management first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. The position peaked at $299K in Q1 2026. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Foguth Wealth Management held 10,041 shares of Schwab US Large- Cap ETF worth $294K as of Q2 2026.
Foguth Wealth Management sold 12 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $343.
Schwab US Large- Cap ETF made up 0.03% of Foguth Wealth Management's portfolio in Q2 2026, its #173 holding.
Foguth Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
Foguth Wealth Management's Schwab US Large- Cap ETF position peaked at $299K in Q1 2026.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.