Global Strategic Investment Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Global Strategic Investment Solutions’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	$228K	Buy	+7,730	New	+$221K	0.02%	145
2026 Q1	–	Sell	-7,730	Closed	-$208K	–	155
2025 Q4	$208K	Hold	7,730	–	–	0.02%	149
2025 Q3	$204K	Buy	+7,730	New	+$196K	0.02%	151
2021 Q1	–	Sell	-97,524	Closed	-$1.48M	–	133
2020 Q4	$1.48M	Hold	97,524	–	–	0.33%	39
2020 Q3	$1.31M	Buy	97,524 +1,392	+1%	+$18.5K	0.33%	41
2020 Q2	$1.19M	Buy	96,132 +288	+0.3%	+$3.36K	0.33%	41
2020 Q1	$978K	Buy	95,844 +5,658	+6%	+$68.7K	0.37%	35
2019 Q4	$1.16M	Sell	90,186 -6,522	-7%	-$79.9K	0.42%	21
2019 Q3	$1.14M	Hold	96,708	–	–	0.45%	21
2019 Q2	$1.13M	Hold	96,708	–	–	0.57%	22
2019 Q1	$1.09M	Sell	96,708 -1,254	-1%	-$13.6K	0.59%	21
2018 Q4	$975K	Buy	+97,962	New	+$1.05M	0.83%	19

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

JFG

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

Global Strategic Investment Solutions's SCHX Position: Q2 2026 in Review

Global Strategic Investment Solutions opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,730 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #145 among its holdings. This is a return to the name: Global Strategic Investment Solutions previously reported a position in SCHX as recently as Q4 2025.

Global Strategic Investment Solutions first reported a position in SCHX in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.48M in Q4 2020. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Global Strategic Investment Solutions held 7,730 shares of Schwab US Large- Cap ETF worth $228K as of Q2 2026.
Schwab US Large- Cap ETF was a new Global Strategic Investment Solutions position in Q2 2026.
Schwab US Large- Cap ETF made up 0.02% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #145 holding.
Global Strategic Investment Solutions first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 12 quarters since.
Global Strategic Investment Solutions's Schwab US Large- Cap ETF position peaked at $1.48M in Q4 2020.
1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.