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

HHM 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	$1.31M	Hold	44,577	–	–	0.13%	66
2026 Q1	$1.14M	Hold	44,577	–	–	0.13%	66
2025 Q4	$1.2M	Hold	44,577	–	–	0.14%	61
2025 Q3	$1.17M	Hold	44,577	–	–	0.14%	66
2025 Q2	$1.09M	Hold	44,577	–	–	0.13%	64
2025 Q1	$984K	Hold	44,577	–	–	0.13%	67
2024 Q4	$1.03M	Hold	44,577	–	–	0.14%	67
2024 Q3	$1.01M	Buy	44,577 +360	+0.8%	+$7.84K	0.14%	63
2024 Q2	$947K	Sell	44,217 -180	-0.4%	-$3.72K	0.14%	61
2024 Q1	$918K	Hold	44,397	–	–	0.15%	57
2023 Q4	$835K	Hold	44,397	–	–	0.15%	56
2023 Q3	$749K	Sell	44,397 -537	-1%	-$9.42K	0.15%	58
2023 Q2	$784K	Buy	44,934 +537	+1%	+$8.87K	0.15%	52
2023 Q1	$716K	Sell	44,397 -354	-0.8%	-$5.57K	0.15%	54
2022 Q4	$674K	Buy	44,751 +12,609	+39%	+$191K	0.15%	54
2022 Q3	$454K	Buy	32,142 +9	+0%	+$141	0.12%	64
2022 Q2	$478K	Sell	32,133 -690	-2%	-$11.2K	0.12%	67
2022 Q1	$589K	Buy	32,823 +3	+0%	+$53	0.14%	64
2021 Q4	$623K	Sell	32,820 -9,468	-22%	-$175K	0.15%	61
2021 Q3	$733K	Buy	42,288 +12	+0%	+$214	0.2%	46
2021 Q2	$733K	Buy	42,276 +6	+0%	+$101	0.2%	47
2021 Q1	$677K	Buy	42,270 +6	+0%	+$94	0.21%	44
2020 Q4	$641K	Sell	42,264 -1,788	-4%	-$25.6K	0.22%	39
2020 Q3	$592K	Sell	44,052 -2,772	-6%	-$36.8K	0.24%	38
2020 Q2	$578K	Buy	46,824 +12	+0%	+$140	0.24%	34
2020 Q1	$478K	Sell	46,812 -306	-0.6%	-$3.72K	0.23%	38
2019 Q4	$603K	Buy	47,118 +3,192	+7%	+$39.1K	0.29%	34
2019 Q3	$519K	Buy	43,926 +60	+0.1%	+$707	0.3%	32
2019 Q2	$513K	Hold	43,866	–	–	0.3%	32
2019 Q1	$494K	Buy	43,866 +6	+0%	+$65	0.32%	29
2018 Q4	$436K	Buy	+43,860	New	+$471K	0.32%	31

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

HHM Wealth Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 44,577 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #66.

HHM Wealth Advisors first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. 587 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

HHM Wealth Advisors held 44,577 shares of Schwab US Large- Cap ETF worth $1.31M as of Q2 2026.
HHM Wealth Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.13% of HHM Wealth Advisors's portfolio in Q2 2026, its #66 holding.
HHM Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
587 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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