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 Q3	$1.63M	Sell	54,294 -1,356	-2%	-$40.6K	0.05%	343
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

IFG Advisory's SCHX Position: Q3 2026 in Review

IFG Advisory reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.4% in Q3 2026, selling an estimated $40.6K and leaving 54,294 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #343.

IFG Advisory first reported a position in SCHX in Q4 2020 and has held it in 16 quarters since. The position peaked at $3M in Q2 2021. 1,141 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

IFG Advisory held 54,294 shares of Schwab US Large- Cap ETF worth $1.63M as of Q3 2026.
IFG Advisory sold 1,356 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $40.6K.
Schwab US Large- Cap ETF made up 0.05% of IFG Advisory's portfolio in Q3 2026, its #343 holding.
IFG Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 16 quarters since.
IFG Advisory's Schwab US Large- Cap ETF position peaked at $3M in Q2 2021.
1,141 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.