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

Francis Financial’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 Q1	$785K	Hold	30,634	–	–	0.15%	55
2025 Q4	$824K	Buy	30,634 +15,346	+100%	+$410K	0.16%	54
2025 Q3	$403K	Hold	15,288	–	–	0.07%	81
2025 Q2	$374K	Hold	15,288	–	–	0.09%	71
2025 Q1	$338K	Sell	15,288 -5,952	-28%	-$139K	0.08%	64
2024 Q4	$492K	Hold	21,240	–	–	0.12%	56
2024 Q3	$480K	Buy	21,240 +5,952	+39%	+$130K	0.13%	56
2024 Q2	$327K	Buy	+15,288	New	+$316K	0.1%	64

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Francis Financial's SCHX Position: Q1 2026 in Review

Francis Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 30,634 shares worth $785K. The position accounts for 0.15% of the portfolio, ranked #55.

Francis Financial first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. The position peaked at $824K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Francis Financial held 30,634 shares of Schwab US Large- Cap ETF worth $785K as of Q1 2026.
Francis Financial left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.15% of Francis Financial's portfolio in Q1 2026, its #55 holding.
Francis Financial first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
Francis Financial's Schwab US Large- Cap ETF position peaked at $824K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.