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

Frazier 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 		$71.5K Buy
2,429
+6
+0.2% +$171 0.04% 153
2026
Q1 		$62.1K Buy
2,423
+5
+0.2% +$134 0.03% 162
2025
Q4 		$65.1K Buy
2,418
+71
+3% +$1.9K 0.04% 142
2025
Q3 		$61.8K Sell
2,347
-220
-9% -$5.59K 0.04% 140
2025
Q2 		$62.7K Sell
2,567
-1,749
-41% -$39.5K 0.04% 128
2025
Q1 		$95.3K Buy
4,316
+2,364
+121% +$55K 0.07% 88
2024
Q4 		$45.4K Buy
1,952
+5
+0.3% +$117 0.04% 140
2024
Q3 		$44K Sell
1,947
-2,346
-55% -$51.1K 0.03% 150
2024
Q2 		$91.9K Hold
4,293
– – 0.07% 103
2024
Q1 		$88.8K Buy
4,293
+2,364
+123% +$46.5K 0.07% 110
2023
Q4 		$36.2K Buy
+1,929
New +$33.9K 0.03% 160

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

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

Frazier Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q2 2026, buying an estimated $171 and bringing the position to 2,429 shares worth $71.5K. The position accounts for 0.04% of the portfolio, ranked #153.

Frazier Financial Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $95.3K in Q1 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Frazier Financial Advisors held 2,429 shares of Schwab US Large- Cap ETF worth $71.5K as of Q2 2026.
  • Frazier Financial Advisors bought 6 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $171.
  • Schwab US Large- Cap ETF made up 0.04% of Frazier Financial Advisors's portfolio in Q2 2026, its #153 holding.
  • Frazier Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's Schwab US Large- Cap ETF position peaked at $95.3K in Q1 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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