HIG
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Heritage Investment Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Heritage Investment Group’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 		$1.04M Hold
35,289
– – 0.14% 51
2026
Q1 		$905K Hold
35,289
– – 0.14% 51
2025
Q4 		$950K Hold
35,289
– – 0.14% 48
2025
Q3 		$930K Hold
35,289
– – 0.15% 46
2025
Q2 		$862K Hold
35,289
– – 0.15% 45
2025
Q1 		$779K Hold
35,289
– – 0.15% 45
2024
Q4 		$818K Sell
35,289
-1,050
-3% -$24.5K 0.15% 43
2024
Q3 		$822K Sell
36,339
-465
-1% -$10.1K 0.16% 42
2024
Q2 		$788K Hold
36,804
– – 0.16% 40
2024
Q1 		$761K Hold
36,804
– – 0.16% 42
2023
Q4 		$692K Sell
36,804
-1,389
-4% -$24.4K 0.15% 39
2023
Q3 		$644K Hold
38,193
– – 0.18% 41
2023
Q2 		$667K Hold
38,193
– – 0.19% 39
2023
Q1 		$616K Hold
38,193
– – 0.19% 33
2022
Q4 		$575K Sell
38,193
-1,275
-3% -$19.3K 0.18% 34
2022
Q3 		$557K Hold
39,468
– – 0.34% 33
2022
Q2 		$588K Hold
39,468
– – 0.34% 34
2022
Q1 		$708K Buy
39,468
+1,170
+3% +$20.7K 0.51% 28
2021
Q4 		$727K Buy
+38,298
New +$707K 0.57% 27

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

Heritage Investment Group's SCHX Position: Q2 2026 in Review

Heritage Investment Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 35,289 shares worth $1.04M. The position accounts for 0.14% of the portfolio, ranked #51.

Heritage Investment Group first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Heritage Investment Group held 35,289 shares of Schwab US Large- Cap ETF worth $1.04M as of Q2 2026.
  • Heritage Investment Group left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.14% of Heritage Investment Group's portfolio in Q2 2026, its #51 holding.
  • Heritage Investment Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.