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

Geometric 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	$566K	Hold	19,248	–	–	0.06%	52
2026 Q1	$494K	Buy	19,248 +933	+5%	+$25K	0.06%	52
2025 Q4	$493K	Buy	18,315 +569	+3%	+$15.2K	0.06%	52
2025 Q3	$467K	Hold	17,746	–	–	0.06%	50
2025 Q2	$434K	Hold	17,746	–	–	0.06%	51
2025 Q1	$392K	Sell	17,746 -56	-0.3%	-$1.3K	0.07%	55
2024 Q4	$413K	Buy	17,802 +6,900	+63%	+$161K	0.08%	48
2024 Q3	$247K	Buy	10,902 +57	+0.5%	+$1.24K	0.05%	60
2024 Q2	$232K	Hold	10,845	–	–	0.05%	55
2024 Q1	$224K	Buy	10,845 +30	+0.3%	+$591	0.05%	46
2023 Q4	$203K	Buy	+10,815	New	+$190K	0.05%	44

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

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

Geometric Wealth Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 19,248 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #52.

Geometric Wealth Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Geometric Wealth Advisors held 19,248 shares of Schwab US Large- Cap ETF worth $566K as of Q2 2026.
Geometric Wealth Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.06% of Geometric Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Geometric Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.