Horizon Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Horizon Financial Services’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	$2.62K	Buy	+89	New	+$2.54K	﹤0.01%	454

Other funds holding SCHX

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Horizon Financial Services's SCHX Position: Q2 2026 in Review

Horizon Financial Services opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 89 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings.

825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Horizon Financial Services held 89 shares of Schwab US Large- Cap ETF worth $2.62K as of Q2 2026.
Schwab US Large- Cap ETF was a new Horizon Financial Services position in Q2 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #454 holding.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.