GoalVest Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

GoalVest Advisory’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	$351K	Sell	11,925 -844	-7%	-$24.1K	0.07%	97
2026 Q1	$327K	Sell	12,769 -1,331	-9%	-$35.7K	0.06%	119
2025 Q4	$379K	Hold	14,100	–	–	0.07%	115
2025 Q3	$371K	Hold	14,100	–	–	0.08%	107
2025 Q2	$345K	Hold	14,100	–	–	0.09%	99
2025 Q1	$311K	Sell	14,100 -1,200	-8%	-$27.9K	0.09%	97
2024 Q4	$355K	Hold	15,300	–	–	0.1%	95
2024 Q3	$346K	Hold	15,300	–	–	0.1%	88
2024 Q2	$328K	Sell	15,300 -6,000	-28%	-$124K	0.1%	84
2024 Q1	$441K	Hold	21,300	–	–	0.15%	79
2023 Q4	$400K	Sell	21,300 -9,438	-31%	-$166K	0.18%	55
2023 Q3	$518K	Sell	30,738 -4,062	-12%	-$71.3K	0.26%	59
2023 Q2	$607K	Buy	34,800 +33,678	+3,002%	+$556K	0.31%	60
2023 Q1	$18.1K	Buy	+1,122	New	+$17.7K	0.01%	165
2022 Q4	–	Sell	-1,110	Closed	-$16K	–	264
2022 Q3	$16K	Sell	1,110 -1,770	-61%	-$27.8K	0.01%	165
2022 Q2	$43K	Sell	2,880 -288	-9%	-$4.67K	0.03%	175
2022 Q1	$57K	Buy	+3,168	New	+$56.1K	0.03%	150
2021 Q1	–	Sell	-102	Closed	-$2K	–	222
2020 Q4	$2K	Buy	+102	New	+$1.46K	﹤0.01%	190

Other funds holding SCHX

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GoalVest Advisory's SCHX Position: Q2 2026 in Review

GoalVest Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.6% in Q2 2026, selling an estimated $24.1K and leaving 11,925 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #97.

GoalVest Advisory first reported a position in SCHX in Q4 2020 and has held it in 18 quarters since. The position peaked at $607K in Q2 2023. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

GoalVest Advisory held 11,925 shares of Schwab US Large- Cap ETF worth $351K as of Q2 2026.
GoalVest Advisory sold 844 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $24.1K.
Schwab US Large- Cap ETF made up 0.07% of GoalVest Advisory's portfolio in Q2 2026, its #97 holding.
GoalVest Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 18 quarters since.
GoalVest Advisory's Schwab US Large- Cap ETF position peaked at $607K in Q2 2023.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.