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

Heartwood 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	$2.51M	Buy	85,402 +14,872	+21%	+$425K	0.2%	57
2026 Q1	$1.81M	Buy	70,530 +2,907	+4%	+$78K	0.16%	67
2025 Q4	$1.82M	Hold	67,623	–	–	0.17%	59
2025 Q3	$1.78M	Buy	67,623 +7,823	+13%	+$199K	0.17%	57
2025 Q2	$1.46M	Buy	59,800 +42,529	+246%	+$962K	0.15%	59
2025 Q1	$381K	Sell	17,271 -2,439	-12%	-$56.8K	0.04%	115
2024 Q4	$457K	Hold	19,710	–	–	0.05%	99
2024 Q3	$446K	Hold	19,710	–	–	0.05%	102
2024 Q2	$422K	Hold	19,710	–	–	0.05%	105
2024 Q1	$408K	Sell	19,710 -3,486	-15%	-$68.6K	0.05%	97
2023 Q4	$436K	Sell	23,196 -111	-0.5%	-$1.95K	0.06%	88
2023 Q3	$393K	Hold	23,307	–	–	0.06%	92
2023 Q2	$407K	Hold	23,307	–	–	0.06%	91
2023 Q1	$376K	Hold	23,307	–	–	0.06%	92
2022 Q4	$351K	Buy	23,307 +576	+3%	+$8.72K	0.05%	100
2022 Q3	$321K	Buy	+22,731	New	+$357K	0.06%	89
2022 Q2	–	Sell	-12,150	Closed	-$218K	–	125
2022 Q1	$218K	Sell	12,150 -2,952	-20%	-$52.3K	0.03%	112
2021 Q4	$286K	Hold	15,102	–	–	0.04%	88
2021 Q3	$262K	Sell	15,102 -198	-1%	-$3.53K	0.04%	85
2021 Q2	$265K	Hold	15,300	–	–	0.04%	84
2021 Q1	$245K	Sell	15,300 -954	-6%	-$14.9K	0.04%	76
2020 Q4	$246K	Sell	16,254 -906	-5%	-$13K	0.04%	75
2020 Q3	$231K	Hold	17,160	–	–	0.04%	72
2020 Q2	$212K	Buy	+17,160	New	+$200K	0.04%	72
2020 Q1	–	Sell	-31,608	Closed	-$405K	–	80
2019 Q4	$405K	Buy	+31,608	New	+$387K	0.08%	58

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

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

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Heartwood Wealth Advisors's SCHX Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 21% in Q2 2026, buying an estimated $425K and bringing the position to 85,402 shares worth $2.51M. The position accounts for 0.2% of the portfolio, ranked #57.

Heartwood Wealth Advisors first reported a position in SCHX in Q4 2019 and has held it in 25 quarters since. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Heartwood Wealth Advisors held 85,402 shares of Schwab US Large- Cap ETF worth $2.51M as of Q2 2026.
Heartwood Wealth Advisors bought 14,872 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $425K.
Schwab US Large- Cap ETF made up 0.2% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Heartwood Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 25 quarters since.
522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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