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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
Q2 		$902K Hold
30,634
– – 0.15% 62
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
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

Francis Financial's SCHX Position: Q2 2026 in Review

Francis Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 30,634 shares worth $902K. The position accounts for 0.15% of the portfolio, ranked #62.

Francis Financial first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Francis Financial held 30,634 shares of Schwab US Large- Cap ETF worth $902K as of Q2 2026.
  • Francis Financial left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.15% of Francis Financial's portfolio in Q2 2026, its #62 holding.
  • Francis Financial first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.