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

IFG 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
Q3 		$1.01M Buy
33,555
+16,416
+96% +$492K 0.14% 72
2026
Q2 		$504K Sell
17,139
-1,082
-6% -$30.9K 0.07% 96
2026
Q1 		$467K Buy
+18,221
New +$489K 0.08% 94
2023
Q2 		– Sell
-14,469
Closed -$233K – 120
2023
Q1 		$233K Buy
+14,469
New +$228K 0.09% 110

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
SAM
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

IFG Advisors's SCHX Position: Q3 2026 in Review

IFG Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 96% in Q3 2026, buying an estimated $492K and bringing the position to 33,555 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #72.

IFG Advisors first reported a position in SCHX in Q1 2023 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • IFG Advisors held 33,555 shares of Schwab US Large- Cap ETF worth $1.01M as of Q3 2026.
  • IFG Advisors bought 16,416 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $492K.
  • Schwab US Large- Cap ETF made up 0.14% of IFG Advisors's portfolio in Q3 2026, its #72 holding.
  • IFG Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.