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

Fortem 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 		$324K Buy
11,004
+126
+1% +$3.6K 0.07% 148
2026
Q1 		$279K Sell
10,878
-720
-6% -$19.3K 0.07% 152
2025
Q4 		$312K Sell
11,598
-451
-4% -$12K 0.08% 139
2025
Q3 		$317K Hold
12,049
– – 0.09% 134
2025
Q2 		$294K Buy
+12,049
New +$272K 0.1% 134

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

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

Fortem Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q2 2026, buying an estimated $3.6K and bringing the position to 11,004 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #148.

Fortem Financial Group first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Fortem Financial Group held 11,004 shares of Schwab US Large- Cap ETF worth $324K as of Q2 2026.
  • Fortem Financial Group bought 126 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.6K.
  • Schwab US Large- Cap ETF made up 0.07% of Fortem Financial Group's portfolio in Q2 2026, its #148 holding.
  • Fortem Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.