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HFM Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

HFM Investment 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 		– Sell
-17
Closed -$426 – 1316
2026
Q1 		$426 Hold
17
– – ﹤0.01% 734
2025
Q4 		$448 Hold
17
– – ﹤0.01% 747
2025
Q3 		$438 Hold
17
– – ﹤0.01% 724
2025
Q2 		$406 Sell
17
-257
-94% -$5.81K ﹤0.01% 732
2025
Q1 		$6.05K Buy
+274
New +$6.38K ﹤0.01% 99

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

HFM Investment Advisors's SCHX Position: Q2 2026 in Review

HFM Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 17 shares — an estimated $426 sold.

HFM Investment Advisors first reported a position in SCHX in Q1 2025 and held it in 5 quarters. The position peaked at $6.05K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • HFM Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • HFM Investment Advisors sold 17 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $426.
  • HFM Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2025 and held it in 5 quarters.
  • HFM Investment Advisors's Schwab US Large- Cap ETF position peaked at $6.05K in Q1 2025.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.