FSA Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

FSA Investment Group’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	$119M	Buy	4,058,096 +259,102	+7%	+$7.4M	38.79%	1
2026 Q1	$97.4M	Buy	3,798,994 +253,826	+7%	+$6.81M	39.21%	1
2025 Q4	$95.4M	Sell	3,545,168 -119,691	-3%	-$3.2M	58.16%	1
2025 Q3	$96.9M	Buy	3,664,859 +528	+0%	+$13.4K	60.4%	1
2025 Q2	$89.6M	Buy	3,664,331 +2,371	+0.1%	+$53.6K	66.32%	1
2025 Q1	$80.9M	Buy	3,661,960 +193,295	+6%	+$4.5M	68.82%	1
2024 Q4	$80.1M	Buy	+3,468,665	New	+$80.8M	69.75%	1

Other funds holding SCHX

SFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

FSA Investment Group's SCHX Position: Q2 2026 in Review

FSA Investment Group increased its Schwab US Large- Cap ETF (SCHX) stake by 6.8% in Q2 2026, buying an estimated $7.4M and bringing the position to 4,058,096 shares worth $119M. The position accounts for 38.79% of the portfolio, ranked #1.

FSA Investment Group first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

FSA Investment Group held 4,058,096 shares of Schwab US Large- Cap ETF worth $119M as of Q2 2026.
FSA Investment Group bought 259,102 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $7.4M.
Schwab US Large- Cap ETF made up 38.79% of FSA Investment Group's portfolio in Q2 2026, its #1 holding.
FSA Investment Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
693 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.