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Guardian Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Guardian Financial Partners’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 		$12.4M Sell
420,492
-3,745
-0.9% -$107K 4.82% 7
2026
Q1 		$10.9M Buy
424,237
+12,509
+3% +$336K 4.59% 7
2025
Q4 		$11.1M Buy
411,728
+6,747
+2% +$180K 4.67% 7
2025
Q3 		$10.7M Sell
404,981
-443
-0.1% -$11.3K 4.5% 7
2025
Q2 		$9.91M Buy
405,424
+45,162
+13% +$1.02M 4.45% 7
2025
Q1 		$7.95M Buy
360,262
+31,349
+10% +$730K 3.81% 7
2024
Q4 		$7.62M Buy
328,913
+30,059
+10% +$701K 4.53% 5
2024
Q3 		$6.76M Buy
298,854
+18,399
+7% +$401K 4.23% 5
2024
Q2 		$6.01M Buy
280,455
+8,733
+3% +$180K 3.98% 6
2024
Q1 		$5.62M Buy
271,722
+20,040
+8% +$395K 3.85% 6
2023
Q4 		$4.73M Buy
251,682
+49,788
+25% +$874K 3.88% 5
2023
Q3 		$3.41M Buy
+201,894
New +$3.54M 3.2% 11
2023
Q2 		– Sell
-174,993
Closed -$2.82M – 35
2023
Q1 		$2.82M Buy
174,993
+7,281
+4% +$115K 2.84% 9
2022
Q4 		$2.52M Buy
167,712
+4,341
+3% +$65.7K 2.68% 9
2022
Q3 		$2.31M Buy
163,371
+18,654
+13% +$293K 2.67% 9
2022
Q2 		$2.15M Buy
144,717
+10,080
+7% +$163K 2.41% 8
2022
Q1 		$2.27M Buy
134,637
+6,429
+5% +$114K 2.34% 8
2021
Q4 		$2.43M Buy
+128,208
New +$2.37M 2.32% 7

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

Guardian Financial Partners's SCHX Position: Q2 2026 in Review

Guardian Financial Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.88% in Q2 2026, selling an estimated $107K and leaving 420,492 shares worth $12.4M. The position accounts for 4.82% of the portfolio, ranked #7.

Guardian Financial Partners first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Guardian Financial Partners held 420,492 shares of Schwab US Large- Cap ETF worth $12.4M as of Q2 2026.
  • Guardian Financial Partners sold 3,745 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $107K.
  • Schwab US Large- Cap ETF made up 4.82% of Guardian Financial Partners's portfolio in Q2 2026, its #7 holding.
  • Guardian Financial Partners first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.