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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.64M Buy
+55,650
New +$1.59M 0.06% 329
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

IFG Advisory's SCHX Position: Q2 2026 in Review

IFG Advisory opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 55,650 shares worth $1.64M. The stake represents 0.06% of the portfolio and ranks #329 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SCHX as recently as Q4 2025.

IFG Advisory first reported a position in SCHX in Q4 2020 and has held it in 15 quarters since. The position peaked at $3M in Q2 2021. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • IFG Advisory held 55,650 shares of Schwab US Large- Cap ETF worth $1.64M as of Q2 2026.
  • Schwab US Large- Cap ETF was a new IFG Advisory position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.06% of IFG Advisory's portfolio in Q2 2026, its #329 holding.
  • IFG Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 15 quarters since.
  • IFG Advisory's Schwab US Large- Cap ETF position peaked at $3M in Q2 2021.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.