Fund Evaluation Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Fund Evaluation 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	$247M	Sell	8,405,541 -869,003	-9%	-$24.8M	6.68%	4
2026 Q1	$238M	Sell	9,274,544 -218,021	-2%	-$5.85M	7.31%	4
2025 Q4	$255M	Buy	9,492,565 +2,325,216	+32%	+$62.1M	8.45%	4
2025 Q3	$189M	Sell	7,167,349 -176,030	-2%	-$4.47M	6.83%	4
2025 Q2	$179M	Sell	7,343,379 -612,140	-8%	-$13.8M	6.94%	4
2025 Q1	$176M	Buy	7,955,519 +3,755,090	+89%	+$87.4M	7.6%	4
2024 Q4	$97.4M	Buy	4,200,429 +1,171,590	+39%	+$27.3M	4.55%	6
2024 Q3	$68.5M	Sell	3,028,839 -43,575	-1%	-$949K	3.79%	5
2024 Q2	$65.8M	Sell	3,072,414 -37,827	-1%	-$782K	4.04%	5
2024 Q1	$64.3M	Sell	3,110,241 -41,637	-1%	-$820K	4.03%	5
2023 Q4	$59.3M	Sell	3,151,878 -28,644	-0.9%	-$503K	4.31%	5
2023 Q3	$53.6M	Buy	3,180,522 +108,516	+4%	+$1.9M	4.77%	5
2023 Q2	$53.6M	Buy	+3,072,006	New	+$50.7M	4.93%	5
2022 Q2	–	Sell	-11,874	Closed	-$213K	–	37
2022 Q1	$213K	Hold	11,874	–	–	0.01%	37
2021 Q4	$225K	Hold	11,874	–	–	0.02%	27
2021 Q3	$206K	Hold	11,874	–	–	0.02%	30
2021 Q2	$206K	Buy	+11,874	New	+$200K	0.02%	29

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

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

Fund Evaluation Group's SCHX Position: Q2 2026 in Review

Fund Evaluation Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.4% in Q2 2026, selling an estimated $24.8M and leaving 8,405,541 shares worth $247M. The position accounts for 6.68% of the portfolio, ranked #4.

Fund Evaluation Group first reported a position in SCHX in Q2 2021 and has held it in 17 quarters since. The position peaked at $255M in Q4 2025. 1,117 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Fund Evaluation Group held 8,405,541 shares of Schwab US Large- Cap ETF worth $247M as of Q2 2026.
Fund Evaluation Group sold 869,003 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $24.8M.
Schwab US Large- Cap ETF made up 6.68% of Fund Evaluation Group's portfolio in Q2 2026, its #4 holding.
Fund Evaluation Group first reported a position in Schwab US Large- Cap ETF in Q2 2021 and has held it in 17 quarters since.
Fund Evaluation Group's Schwab US Large- Cap ETF position peaked at $255M in Q4 2025.
1,117 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.