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

Friedenthal 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	$619	Hold	21	–	–	﹤0.01%	242
2026 Q1	$539	Buy	21 +7	+50%	+$188	﹤0.01%	238
2025 Q4	$377	Buy	14 +2	+17%	+$53	﹤0.01%	238
2025 Q3	$317	Buy	12 +4	+50%	+$102	﹤0.01%	258
2025 Q2	$196	Buy	8 +4	+100%	+$90	﹤0.01%	253
2025 Q1	$89	Buy	+4	New	+$93	﹤0.01%	212
2022 Q1	–	Sell	-25,488	Closed	-$484K	–	68
2021 Q4	$484K	Hold	25,488	–	–	0.3%	49
2021 Q3	$442K	Hold	25,488	–	–	0.26%	47
2021 Q2	$442K	Buy	+25,488	New	+$430K	0.27%	50
2019 Q3	–	Sell	-29,430	Closed	-$344K	–	62
2019 Q2	$344K	Buy	29,430 +870	+3%	+$9.99K	0.3%	52
2019 Q1	$322K	Buy	+28,560	New	+$309K	0.28%	50
2018 Q4	–	Sell	-29,340	Closed	-$340K	–	60
2018 Q3	$340K	Buy	29,340 +282	+1%	+$3.21K	0.28%	51
2018 Q2	$315K	Sell	29,058 -1,512	-5%	-$16.3K	0.27%	54
2018 Q1	$321K	Sell	30,570 -3,912	-11%	-$42.5K	0.27%	56
2017 Q4	$367K	Buy	34,482 +12,738	+59%	+$132K	0.32%	51
2017 Q3	$218K	Buy	+21,744	New	+$213K	0.2%	57

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Friedenthal Financial's SCHX Position: Q2 2026 in Review

Friedenthal Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 21 shares worth $619. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Friedenthal Financial first reported a position in SCHX in Q3 2017 and has held it in 16 quarters since. The position peaked at $484K in Q4 2021. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Friedenthal Financial held 21 shares of Schwab US Large- Cap ETF worth $619 as of Q2 2026.
Friedenthal Financial left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Friedenthal Financial's portfolio in Q2 2026, its #242 holding.
Friedenthal Financial first reported a position in Schwab US Large- Cap ETF in Q3 2017 and has held it in 16 quarters since.
Friedenthal Financial's Schwab US Large- Cap ETF position peaked at $484K in Q4 2021.
1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.