Human Investing’s Schwab US Large- Cap ETF SCHX Stock Holding History

Human Investing’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	$1.89M	Buy	64,120 +292	+0.5%	+$8.34K	0.24%	30
2026 Q1	$1.64M	Buy	63,828 +1,061	+2%	+$28.5K	0.24%	30
2025 Q4	$1.69M	Sell	62,767 -1,578	-2%	-$42.1K	0.24%	30
2025 Q3	$1.69M	Sell	64,345 -762	-1%	-$19.4K	0.25%	30
2025 Q2	$1.6M	Buy	65,107 +4,873	+8%	+$110K	0.25%	31
2025 Q1	$1.33M	Buy	60,234 +1,927	+3%	+$44.9K	0.23%	35
2024 Q4	$1.35M	Sell	58,307 -1,579	-3%	-$36.8K	0.24%	33
2024 Q3	$1.35M	Sell	59,886 -10,635	-15%	-$232K	0.25%	35
2024 Q2	$1.51M	Sell	70,521 -2,724	-4%	-$56.3K	0.29%	32
2024 Q1	$1.52M	Sell	73,245 -813	-1%	-$16K	0.3%	32
2023 Q4	$1.39M	Sell	74,058 -1,872	-2%	-$32.9K	0.3%	33
2023 Q3	$1.28M	Buy	75,930 +36	+0%	+$632	0.3%	33
2023 Q2	$1.32M	Sell	75,894 -636	-0.8%	-$10.5K	0.3%	33
2023 Q1	$1.23M	Buy	76,530 +105	+0.1%	+$1.65K	0.3%	35
2022 Q4	$1.15M	Sell	76,425 -6,375	-8%	-$96.5K	0.29%	38
2022 Q3	$1.17M	Sell	82,800 -8,049	-9%	-$126K	0.3%	43
2022 Q2	$1.35M	Buy	90,849 +7,068	+8%	+$115K	0.33%	43
2022 Q1	$1.5M	Buy	83,781 +429	+0.5%	+$7.59K	0.33%	42
2021 Q4	$1.58M	Buy	83,352 +3,660	+5%	+$67.6K	0.38%	40
2021 Q3	$1.38M	Sell	79,692 -906	-1%	-$16.2K	0.33%	45
2021 Q2	$1.4M	Sell	80,598 -211,812	-72%	-$3.57M	0.34%	45
2021 Q1	$4.68M	Buy	292,410 +2,634	+0.9%	+$41.3K	1.19%	15
2020 Q4	$4.39M	Buy	289,776 +21,240	+8%	+$304K	1.24%	16
2020 Q3	$3.61M	Buy	268,536 +105,168	+64%	+$1.4M	1.18%	14
2020 Q2	$2.02M	Sell	163,368 -15,402	-9%	-$179K	0.71%	29
2020 Q1	$1.82M	Buy	178,770 +15,318	+9%	+$186K	0.79%	29
2019 Q4	$2.09M	Buy	163,452 +10,794	+7%	+$132K	0.68%	38
2019 Q3	$1.8M	Buy	152,658 +1,728	+1%	+$20.4K	0.64%	42
2019 Q2	$1.77M	Buy	150,930 +21,072	+16%	+$242K	0.64%	44
2019 Q1	$1.46M	Buy	129,858 +5,820	+5%	+$63.1K	0.55%	53
2018 Q4	$1.23M	Buy	+124,038	New	+$1.33M	0.51%	58

Other funds holding SCHX

SFG

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

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

KBFS

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

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

BWA

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

Human Investing's SCHX Position: Q2 2026 in Review

Human Investing increased its Schwab US Large- Cap ETF (SCHX) stake by 0.46% in Q2 2026, buying an estimated $8.34K and bringing the position to 64,120 shares worth $1.89M. The position accounts for 0.24% of the portfolio, ranked #30.

Human Investing first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.68M in Q1 2021. 828 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Human Investing held 64,120 shares of Schwab US Large- Cap ETF worth $1.89M as of Q2 2026.
Human Investing bought 292 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8.34K.
Schwab US Large- Cap ETF made up 0.24% of Human Investing's portfolio in Q2 2026, its #30 holding.
Human Investing first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
Human Investing's Schwab US Large- Cap ETF position peaked at $4.68M in Q1 2021.
828 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.