Fragasso Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fragasso Financial Advisors’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	$751K	Buy	25,502 +110	+0.4%	+$3.14K	0.04%	176
2026 Q1	$660K	Buy	25,392 +4,593	+22%	+$123K	0.04%	170
2025 Q4	$560K	Sell	20,799 -849	-4%	-$22.7K	0.03%	191
2025 Q3	$573K	Sell	21,648 -1,125	-5%	-$28.6K	0.04%	178
2025 Q2	$557K	Buy	22,773 +21	+0.1%	+$475	0.04%	177
2025 Q1	$502K	Sell	22,752 -9,426	-29%	-$219K	0.04%	175
2024 Q4	$746K	Sell	32,178 -1,089	-3%	-$25.4K	0.06%	138
2024 Q3	$752K	Sell	33,267 -1,224	-4%	-$26.7K	0.06%	138
2024 Q2	$739K	Sell	34,491 -243	-0.7%	-$5.02K	0.06%	137
2024 Q1	$719K	Buy	34,734 +3,345	+11%	+$65.8K	0.06%	139
2023 Q4	$590K	Buy	31,389 +141	+0.5%	+$2.48K	0.05%	146
2023 Q3	$527K	Buy	31,248 +12,210	+64%	+$214K	0.06%	143
2023 Q2	$332K	Buy	19,038 +4,770	+33%	+$78.8K	0.04%	183
2023 Q1	$230K	Buy	+14,268	New	+$225K	0.03%	200

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

Fragasso Financial Advisors's SCHX Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.43% in Q2 2026, buying an estimated $3.14K and bringing the position to 25,502 shares worth $751K. The position accounts for 0.04% of the portfolio, ranked #176.

Fragasso Financial Advisors first reported a position in SCHX in Q1 2023 and has held it in 14 quarters since. The position peaked at $752K in Q3 2024. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Fragasso Financial Advisors held 25,502 shares of Schwab US Large- Cap ETF worth $751K as of Q2 2026.
Fragasso Financial Advisors bought 110 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.14K.
Schwab US Large- Cap ETF made up 0.04% of Fragasso Financial Advisors's portfolio in Q2 2026, its #176 holding.
Fragasso Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 14 quarters since.
Fragasso Financial Advisors's Schwab US Large- Cap ETF position peaked at $752K in Q3 2024.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.