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Fortitude Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fortitude Advisory 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 		$1.66M Buy
56,400
+11
+0% +$314 0.63% 29
2026
Q1 		$1.45M Buy
56,389
+84
+0.1% +$2.25K 0.65% 29
2025
Q4 		$1.52M Buy
56,305
+1,825
+3% +$48.7K 0.64% 26
2025
Q3 		$1.44M Sell
54,480
-787
-1% -$20K 0.77% 25
2025
Q2 		$1.35M Buy
55,267
+1,122
+2% +$25.4K 0.77% 23
2025
Q1 		$1.12M Buy
54,145
+173
+0.3% +$4.03K 0.81% 21
2024
Q4 		$1.25M Buy
53,972
+1,109
+2% +$25.8K 0.75% 22
2024
Q3 		$1.2M Sell
52,863
-426
-0.8% -$9.28K 0.75% 22
2024
Q2 		$1.14M Sell
53,289
-2,544
-5% -$52.6K 0.68% 21
2024
Q1 		$1.15M Buy
55,833
+3,336
+6% +$65.7K 0.65% 21
2023
Q4 		$987K Sell
52,497
-843
-2% -$14.8K 0.6% 27
2023
Q3 		$900K Sell
53,340
-3,588
-6% -$62.9K 0.61% 29
2023
Q2 		$994K Sell
56,928
-6,867
-11% -$113K 0.73% 25
2023
Q1 		$1.03M Sell
63,795
-14,856
-19% -$234K 0.8% 23
2022
Q4 		$1.18M Buy
78,651
+6,984
+10% +$106K 1.01% 13
2022
Q3 		$1.01M Sell
71,667
-1,044
-1% -$16.4K 0.96% 16
2022
Q2 		$1.08M Buy
72,711
+147
+0.2% +$2.38K 0.99% 16
2022
Q1 		$1.3M Buy
72,564
+4,962
+7% +$87.8K 0.69% 13
2021
Q4 		$1.28M Buy
+67,602
New +$1.25M 0.65% 21

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FC
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
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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Fortitude Advisory Group's SCHX Position: Q2 2026 in Review

Fortitude Advisory Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.02% in Q2 2026, buying an estimated $314 and bringing the position to 56,400 shares worth $1.66M. The position accounts for 0.63% of the portfolio, ranked #29.

Fortitude Advisory Group first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 693 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Fortitude Advisory Group held 56,400 shares of Schwab US Large- Cap ETF worth $1.66M as of Q2 2026.
  • Fortitude Advisory Group bought 11 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $314.
  • Schwab US Large- Cap ETF made up 0.63% of Fortitude Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Fortitude Advisory Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 693 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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