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

Foster 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 		$2.45M Sell
83,259
-823
-1% -$23.5K 0.07% 81
2026
Q1 		$2.16M Buy
84,082
+10,688
+15% +$287K 0.06% 79
2025
Q4 		$1.98M Buy
73,394
+3,272
+5% +$87.4K 0.06% 80
2025
Q3 		$1.85M Buy
70,122
+187
+0.3% +$4.75K 0.06% 81
2025
Q2 		$1.71M Buy
69,935
+197
+0.3% +$4.45K 0.06% 78
2025
Q1 		$1.54M Buy
69,738
+206
+0.3% +$4.79K 0.06% 73
2024
Q4 		$1.61M Sell
69,532
-284
-0.4% -$6.62K 0.06% 69
2024
Q3 		$1.58M Sell
69,816
-5,754
-8% -$125K 0.06% 70
2024
Q2 		$1.62M Buy
75,570
+7,980
+12% +$165K 0.06% 71
2024
Q1 		$1.4M Buy
67,590
+8,856
+15% +$174K 0.07% 73
2023
Q4 		$991K Hold
58,734
– – 0.06% 72
2023
Q3 		$991K Sell
58,734
-3,471
-6% -$60.9K 0.06% 72
2023
Q2 		$1.09M Sell
62,205
-6,000
-9% -$99.1K 0.07% 68
2023
Q1 		$1.1M Buy
68,205
+4,188
+7% +$65.9K 0.07% 65
2022
Q4 		$963K Buy
64,017
+2,100
+3% +$31.8K 0.07% 66
2022
Q3 		$874K Buy
61,917
+7,011
+13% +$110K 0.07% 62
2022
Q2 		$817K Buy
54,906
+3,948
+8% +$64K 0.06% 70
2022
Q1 		$915K Buy
50,958
+23,748
+87% +$420K 0.08% 65
2021
Q4 		$516K Sell
27,210
-18,174
-40% -$336K 0.04% 87
2021
Q3 		$787K Buy
45,384
+126
+0.3% +$2.25K 0.08% 66
2021
Q2 		$784K Buy
45,258
+7,170
+19% +$121K 0.09% 65
2021
Q1 		$610K Buy
38,088
+5,082
+15% +$79.6K 0.09% 63
2020
Q4 		$499K Buy
+33,006
New +$472K 0.09% 60

Other funds holding SCHX

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
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Foster Group's SCHX Position: Q2 2026 in Review

Foster Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.98% in Q2 2026, selling an estimated $23.5K and leaving 83,259 shares worth $2.45M. The position accounts for 0.07% of the portfolio, ranked #81.

Foster Group first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Foster Group held 83,259 shares of Schwab US Large- Cap ETF worth $2.45M as of Q2 2026.
  • Foster Group sold 823 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $23.5K.
  • Schwab US Large- Cap ETF made up 0.07% of Foster Group's portfolio in Q2 2026, its #81 holding.
  • Foster Group first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.