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Frankly Finances’s Schwab US Large- Cap ETF SCHX Stock Holding History

Frankly Finances’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 		$10.6K Buy
+361
New +$10.3K 0.01% 81

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Frankly Finances's SCHX Position: Q2 2026 in Review

Frankly Finances opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 361 shares worth $10.6K. The stake represents 0.01% of the portfolio and ranks #81 among its holdings.

1,194 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Frankly Finances held 361 shares of Schwab US Large- Cap ETF worth $10.6K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Frankly Finances position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Frankly Finances's portfolio in Q2 2026, its #81 holding.
  • 1,194 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.