Greenwood Gearhart’s Schwab US Large- Cap ETF SCHX Stock Holding History

Greenwood Gearhart’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	$109M	Buy	3,709,621 +188,300	+5%	+$5.38M	5.08%	3
2026 Q1	$90.3M	Sell	3,521,321 -1,225,524	-26%	-$32.9M	4.88%	4
2025 Q4	$128M	Sell	4,746,845 -209,852	-4%	-$5.6M	7.03%	2
2025 Q3	$131M	Buy	4,956,697 +117,140	+2%	+$2.97M	7.53%	2
2025 Q2	$118M	Sell	4,839,557 -1,523,751	-24%	-$34.4M	7.39%	2
2025 Q1	$141M	Buy	6,363,308 +439,500	+7%	+$10.2M	9.72%	2
2024 Q4	$137M	Buy	5,923,808 +629,120	+12%	+$14.7M	9.47%	2
2024 Q3	$120M	Buy	5,294,688 +512,799	+11%	+$11.2M	9.95%	2
2024 Q2	$102M	Buy	4,781,889 +110,646	+2%	+$2.29M	9.66%	2
2024 Q1	$96.6M	Buy	4,671,243 +1,347,378	+41%	+$26.5M	9.43%	2
2023 Q4	$62.5M	Buy	3,323,865 +2,996,382	+915%	+$52.6M	6.66%	2
2023 Q3	$5.52M	Buy	327,483 +6,915	+2%	+$121K	0.65%	51
2023 Q2	$5.6M	Sell	320,568 -296,685	-48%	-$4.9M	0.65%	50
2023 Q1	$9.95M	Sell	617,253 -594,726	-49%	-$9.36M	1.27%	38
2022 Q4	$18.2M	Buy	1,211,979 +26,526	+2%	+$402K	2.58%	10
2022 Q3	$16.7M	Buy	1,185,453 +23,088	+2%	+$362K	2.66%	9
2022 Q2	$17.3M	Buy	1,162,365 +481,779	+71%	+$7.81M	2.75%	7
2022 Q1	$12.2M	Buy	680,586 +21,114	+3%	+$374K	1.68%	22
2021 Q4	$12.5M	Buy	659,472 +7,452	+1%	+$138K	1.72%	23
2021 Q3	$11.3M	Sell	652,020 -214,482	-25%	-$3.83M	1.75%	24
2021 Q2	$15M	Buy	866,502 +28,074	+3%	+$474K	2.42%	14
2021 Q1	$13.4M	Sell	838,428 -193,968	-19%	-$3.04M	2.39%	14
2020 Q4	$15.6M	Buy	1,032,396 +19,326	+2%	+$277K	3.05%	7
2020 Q3	$13.6M	Buy	1,013,070 +4,782	+0.5%	+$63.5K	3.15%	6
2020 Q2	$12.5M	Buy	1,008,288 +61,290	+6%	+$714K	3.28%	7
2020 Q1	$9.67M	Buy	946,998 +411,594	+77%	+$5M	3.16%	5
2019 Q4	$6.85M	Buy	535,404 +8,706	+2%	+$107K	1.77%	26
2019 Q3	$6.23M	Buy	526,698 +40,854	+8%	+$481K	1.72%	25
2019 Q2	$5.68M	Buy	+485,844	New	+$5.58M	1.52%	31

Other funds holding SCHX

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Greenwood Gearhart's SCHX Position: Q2 2026 in Review

Greenwood Gearhart increased its Schwab US Large- Cap ETF (SCHX) stake by 5.3% in Q2 2026, buying an estimated $5.38M and bringing the position to 3,709,621 shares worth $109M. The position accounts for 5.08% of the portfolio, ranked #3.

Greenwood Gearhart first reported a position in SCHX in Q2 2019 and has held it in 29 quarters since. The position peaked at $141M in Q1 2025. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Greenwood Gearhart held 3,709,621 shares of Schwab US Large- Cap ETF worth $109M as of Q2 2026.
Greenwood Gearhart bought 188,300 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $5.38M.
Schwab US Large- Cap ETF made up 5.08% of Greenwood Gearhart's portfolio in Q2 2026, its #3 holding.
Greenwood Gearhart first reported a position in Schwab US Large- Cap ETF in Q2 2019 and has held it in 29 quarters since.
Greenwood Gearhart's Schwab US Large- Cap ETF position peaked at $141M in Q1 2025.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.