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

IFG Advisory’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
Q1 		– Sell
-61,974
Closed -$1.67M – 771
2025
Q4 		$1.67M Buy
61,974
+1,356
+2% +$36.2K 0.07% 277
2025
Q3 		$1.6M Buy
60,618
+1,232
+2% +$31.3K 0.07% 271
2025
Q2 		$1.45M Sell
59,386
-2,321
-4% -$52.5K 0.07% 277
2025
Q1 		$1.36M Buy
61,707
+11,691
+23% +$272K 0.08% 274
2024
Q4 		$1.16M Buy
50,016
+3,396
+7% +$79.2K 0.07% 270
2024
Q3 		$1.05M Sell
46,620
-561
-1% -$12.2K 0.07% 267
2024
Q2 		$1.01M Sell
47,181
-300
-0.6% -$6.2K 0.06% 276
2024
Q1 		$982K Buy
47,481
+777
+2% +$15.3K 0.07% 251
2023
Q4 		$878K Buy
46,704
+21,357
+84% +$375K 0.06% 267
2023
Q3 		$428K Buy
+25,347
New +$445K 0.04% 376
2021
Q4 		– Sell
-157,578
Closed -$2.73M – 513
2021
Q3 		$2.73M Sell
157,578
-15,282
-9% -$273K 0.29% 71
2021
Q2 		$3M Sell
172,860
-1,956
-1% -$33K 0.33% 66
2021
Q1 		$2.8M Buy
174,816
+33,708
+24% +$528K 0.35% 69
2020
Q4 		$2.14M Buy
+141,108
New +$2.02M 0.3% 78

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

IFG Advisory's SCHX Position: Q1 2026 in Review

IFG Advisory sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 61,974 shares — an estimated $1.67M sold.

IFG Advisory first reported a position in SCHX in Q4 2020 and held it in 14 quarters. The position peaked at $3M in Q2 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • IFG Advisory reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 61,974 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.67M.
  • IFG Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 14 quarters.
  • IFG Advisory's Schwab US Large- Cap ETF position peaked at $3M in Q2 2021.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.