FSM Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

FSM Wealth 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	$1.49M	Buy	50,549 +5,380	+12%	+$154K	0.16%	81
2026 Q1	$1.16M	Buy	45,169 +379	+0.8%	+$10.2K	0.15%	81
2025 Q4	$1.21M	Sell	44,790 -1,273	-3%	-$34K	0.16%	81
2025 Q3	$1.21M	Sell	46,063 -1,947	-4%	-$49.4K	0.17%	80
2025 Q2	$1.18M	Buy	48,010 +523	+1%	+$11.8K	0.19%	76
2025 Q1	$1.05M	Sell	47,487 -922	-2%	-$21.5K	0.24%	58
2024 Q4	$1.14M	Buy	48,409 +7,108	+17%	+$166K	0.28%	50
2024 Q3	$934K	Buy	41,301 +27	+0.1%	+$588	0.25%	61
2024 Q2	$884K	Hold	41,274	–	–	0.3%	56
2024 Q1	$854K	Sell	41,274 -2,658	-6%	-$52.3K	0.3%	58
2023 Q4	$826K	Buy	43,932 +228	+0.5%	+$4K	0.35%	52
2023 Q3	$737K	Sell	43,704 -219	-0.5%	-$3.84K	0.37%	51
2023 Q2	$767K	Buy	43,923 +5,721	+15%	+$94.5K	0.38%	55
2023 Q1	$616K	Buy	38,202 +894	+2%	+$14.1K	0.36%	64
2022 Q4	$562K	Buy	37,308 +39	+0.1%	+$590	0.4%	65
2022 Q3	$526K	Buy	37,269 +1,941	+5%	+$30.5K	0.44%	61
2022 Q2	$577K	Buy	+35,328	New	+$572K	0.57%	51

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

FSM Wealth Advisors's SCHX Position: Q2 2026 in Review

FSM Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 12% in Q2 2026, buying an estimated $154K and bringing the position to 50,549 shares worth $1.49M. The position accounts for 0.16% of the portfolio, ranked #81.

FSM Wealth Advisors first reported a position in SCHX in Q2 2022 and has held it in 17 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

FSM Wealth Advisors held 50,549 shares of Schwab US Large- Cap ETF worth $1.49M as of Q2 2026.
FSM Wealth Advisors bought 5,380 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $154K.
Schwab US Large- Cap ETF made up 0.16% of FSM Wealth Advisors's portfolio in Q2 2026, its #81 holding.
FSM Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 17 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.