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Grantvest Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Grantvest Financial 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 		$510K Buy
17,316
+80
+0.5% +$2.28K 0.3% 85
2026
Q1 		$442K Buy
17,236
+23
+0.1% +$617 0.29% 86
2025
Q4 		$463K Sell
17,213
-50
-0.3% -$1.33K 0.3% 83
2025
Q3 		$455K Buy
17,263
+4
+0% +$102 0.31% 78
2025
Q2 		$422K Sell
17,259
-603
-3% -$13.6K 0.31% 77
2025
Q1 		$394K Sell
17,862
-782
-4% -$18.2K 0.32% 74
2024
Q4 		$432K Buy
+18,644
New +$435K 0.48% 63

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

Grantvest Financial Group's SCHX Position: Q2 2026 in Review

Grantvest Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.46% in Q2 2026, buying an estimated $2.28K and bringing the position to 17,316 shares worth $510K. The position accounts for 0.3% of the portfolio, ranked #85.

Grantvest Financial Group first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Grantvest Financial Group held 17,316 shares of Schwab US Large- Cap ETF worth $510K as of Q2 2026.
  • Grantvest Financial Group bought 80 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.28K.
  • Schwab US Large- Cap ETF made up 0.3% of Grantvest Financial Group's portfolio in Q2 2026, its #85 holding.
  • Grantvest Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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