Great Lakes Retirement’s Schwab US Large- Cap ETF SCHX Stock Holding History

Great Lakes Retirement’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	–	Sell	-14,406	Closed	-$369K	–	229
2026 Q1	$369K	Sell	14,406 -1,107	-7%	-$29.7K	0.04%	191
2025 Q4	$417K	Buy	+15,513	New	+$414K	0.04%	184
2025 Q2	–	Sell	-9,760	Closed	-$216K	–	216
2025 Q1	$216K	Buy	+9,760	New	+$227K	0.03%	203
2024 Q3	–	Sell	-588	Closed	-$12.6K	–	558
2024 Q2	$12.6K	Buy	+588	New	+$12.2K	﹤0.01%	457
2024 Q1	–	Sell	-41,346	Closed	-$777K	–	231
2023 Q4	$777K	Sell	41,346 -35,100	-46%	-$616K	0.13%	144
2023 Q3	$1.29M	Sell	76,446 -70,587	-48%	-$1.24M	0.23%	88
2023 Q2	$2.57M	Sell	147,033 -12,867	-8%	-$212K	0.45%	42
2023 Q1	$2.58M	Buy	+159,900	New	+$2.52M	0.49%	41

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

Great Lakes Retirement's SCHX Position: Q2 2026 in Review

Great Lakes Retirement sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 14,406 shares — an estimated $369K sold.

Great Lakes Retirement first reported a position in SCHX in Q1 2023 and held it in 8 quarters. The position peaked at $2.58M in Q1 2023. 811 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Great Lakes Retirement reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
Great Lakes Retirement sold 14,406 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $369K.
Great Lakes Retirement first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 8 quarters.
Great Lakes Retirement's Schwab US Large- Cap ETF position peaked at $2.58M in Q1 2023.
811 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.