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Fort Vancouver Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fort Vancouver Investment 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 		$4.25M Sell
144,354
-9,456
-6% -$270K 1.98% 15
2026
Q1 		$3.94M Sell
153,810
-9,525
-6% -$256K 2% 15
2025
Q4 		$4.4M Sell
163,335
-1,634
-1% -$43.6K 2.35% 15
2025
Q3 		$4.35M Sell
164,969
-3,370
-2% -$85.6K 2.41% 15
2025
Q2 		$4.11M Buy
168,339
+15,861
+10% +$359K 2.81% 15
2025
Q1 		$3.37M Sell
152,478
-10,514
-6% -$245K 2.58% 16
2024
Q4 		$3.78M Sell
162,992
-883
-0.5% -$20.6K 3.21% 12
2024
Q3 		$3.71M Sell
163,875
-6,792
-4% -$148K 3.2% 12
2024
Q2 		$3.66M Buy
+170,667
New +$3.53M 3.51% 10

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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
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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Fort Vancouver Investment Management's SCHX Position: Q2 2026 in Review

Fort Vancouver Investment Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.1% in Q2 2026, selling an estimated $270K and leaving 144,354 shares worth $4.25M. The position accounts for 1.98% of the portfolio, ranked #15.

Fort Vancouver Investment Management first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.4M in Q4 2025. 926 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Fort Vancouver Investment Management held 144,354 shares of Schwab US Large- Cap ETF worth $4.25M as of Q2 2026.
  • Fort Vancouver Investment Management sold 9,456 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $270K.
  • Schwab US Large- Cap ETF made up 1.98% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #15 holding.
  • Fort Vancouver Investment Management first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • Fort Vancouver Investment Management's Schwab US Large- Cap ETF position peaked at $4.4M in Q4 2025.
  • 926 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.