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

Goldstein 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 		$784K Hold
26,640
– – 0.07% 98
2026
Q1 		$683K Buy
26,640
+156
+0.6% +$4.18K 0.08% 86
2025
Q4 		$713K Buy
26,484
+401
+2% +$10.7K 0.08% 85
2025
Q3 		$687K Hold
26,083
– – 0.08% 82
2025
Q2 		$637K Buy
26,083
+90
+0.3% +$2.04K 0.09% 76
2025
Q1 		$574K Buy
25,993
+5,273
+25% +$123K 0.08% 84
2024
Q4 		$480K Sell
20,720
-355
-2% -$8.27K 0.07% 95
2024
Q3 		$477K Buy
21,075
+60
+0.3% +$1.31K 0.07% 91
2024
Q2 		$450K Buy
21,015
+3,048
+17% +$63K 0.08% 85
2024
Q1 		$372K Buy
17,967
+1,716
+11% +$33.8K 0.06% 98
2023
Q4 		$306K Buy
16,251
+462
+3% +$8.11K 0.05% 137
2023
Q3 		$266K Hold
15,789
– – 0.06% 111
2023
Q2 		$276K Buy
+15,789
New +$261K 0.06% 108

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Goldstein Advisors's SCHX Position: Q2 2026 in Review

Goldstein Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 26,640 shares worth $784K. The position accounts for 0.07% of the portfolio, ranked #98.

Goldstein Advisors first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Goldstein Advisors held 26,640 shares of Schwab US Large- Cap ETF worth $784K as of Q2 2026.
  • Goldstein Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.07% of Goldstein Advisors's portfolio in Q2 2026, its #98 holding.
  • Goldstein Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.