Grey Fox Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Grey Fox Wealth 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	$507K	Buy	17,240 +1,006	+6%	+$28.7K	0.08%	103
2026 Q1	$416K	Buy	+16,234	New	+$435K	0.08%	101
2025 Q4	–	Sell	-1,856	Closed	-$48.9K	–	512
2025 Q3	$48.9K	Buy	+1,856	New	+$47.1K	0.01%	266
2023 Q2	–	Sell	-534	Closed	-$8.59K	–	433
2023 Q1	$8.59K	Sell	534 -666	-56%	-$10.5K	0.01%	318
2022 Q4	$18.1K	Buy	+1,200	New	+$18.2K	0.01%	238

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

Grey Fox Wealth Advisors's SCHX Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 6.2% in Q2 2026, buying an estimated $28.7K and bringing the position to 17,240 shares worth $507K. The position accounts for 0.08% of the portfolio, ranked #103.

Grey Fox Wealth Advisors first reported a position in SCHX in Q4 2022 and has held it in 5 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Grey Fox Wealth Advisors held 17,240 shares of Schwab US Large- Cap ETF worth $507K as of Q2 2026.
Grey Fox Wealth Advisors bought 1,006 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $28.7K.
Schwab US Large- Cap ETF made up 0.08% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Grey Fox Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 5 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.