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

IFP 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
Q2 		$22.3M Buy
756,568
+43,581
+6% +$1.24M 0.4% 47
2026
Q1 		$18.3M Buy
712,987
+2,472
+0.3% +$66.3K 0.38% 48
2025
Q4 		$19.1M Buy
710,515
+121,175
+21% +$3.24M 0.43% 42
2025
Q3 		$15.5M Sell
589,340
-2,705
-0.5% -$68.7K 0.4% 47
2025
Q2 		$14.5M Buy
592,045
+25,818
+5% +$584K 0.41% 43
2025
Q1 		$12.5M Sell
566,227
-4,223
-0.7% -$98.3K 0.39% 47
2024
Q4 		$13.2M Buy
570,450
+5,133
+0.9% +$120K 0.43% 39
2024
Q3 		$12.8M Buy
565,317
+25,845
+5% +$563K 0.46% 37
2024
Q2 		$11.6M Buy
539,472
+10,872
+2% +$225K 0.46% 39
2024
Q1 		$10.9M Sell
528,600
-16,818
-3% -$331K 0.48% 45
2023
Q4 		$10.3M Sell
545,418
-63,081
-10% -$1.11M 0.48% 41
2023
Q3 		$10.3M Sell
608,499
-14,532
-2% -$255K 0.46% 45
2023
Q2 		$10.9M Sell
623,031
-35,214
-5% -$581K 0.45% 44
2023
Q1 		$14.4M Sell
658,245
-1,109,550
-63% -$17.5M 0.63% 26
2022
Q4 		$38.6M Sell
1,767,795
-60,513
-3% -$916K 1.03% 7
2022
Q3 		$40M Buy
1,828,308
+63,297
+4% +$993K 1.04% 5
2022
Q2 		$38.6M Hold
1,765,011
– – 1.24% 3
2022
Q1 		$38.6M Buy
1,765,011
+1,177,965
+201% +$20.9M 1.24% 3
2021
Q4 		$11.1M Buy
587,046
+41,454
+8% +$766K 0.22% 49
2021
Q3 		$9.47M Buy
545,592
+62,520
+13% +$1.11M 0.19% 57
2021
Q2 		$8.38M Buy
483,072
+56,298
+13% +$950K 0.17% 65
2021
Q1 		$6.83M Sell
426,774
-7,074
-2% -$111K 0.13% 77
2020
Q4 		$6.58M Sell
433,848
-1,932
-0.4% -$27.6K 0.27% 61
2020
Q3 		$5.85M Sell
435,780
-88,236
-17% -$1.17M 0.35% 54
2020
Q2 		$6.38M Sell
524,016
-90,372
-15% -$1.05M 0.51% 38
2020
Q1 		$6.36M Sell
614,388
-137,184
-18% -$1.67M 0.64% 26
2019
Q4 		$9.64M Buy
751,572
+186,792
+33% +$2.29M 0.72% 20
2019
Q3 		$6.64M Buy
+564,780
New +$6.66M 0.44% 48
2019
Q1 		$389K Sell
34,506
-271,104
-89% -$2.94M 0.05% 327
2018
Q4 		$3.01M Sell
305,610
-140,928
-32% -$1.51M 0.18% 130
2018
Q3 		$5.18M Buy
446,538
+163,842
+58% +$1.86M 0.21% 107
2018
Q2 		$3.06M Buy
282,696
+65,808
+30% +$710K 0.13% 181
2018
Q1 		$2.31M Hold
216,888
– – 0.1% 220
2017
Q4 		$2.31M Buy
216,888
+38,388
+22% +$398K 0.1% 221
2017
Q3 		$1.79M Sell
178,500
-2,382
-1% -$23.4K 0.07% 288
2017
Q2 		$1.74M Buy
180,882
+13,488
+8% +$129K 0.07% 293
2017
Q1 		$1.57M Buy
167,394
+61,422
+58% +$568K 0.07% 305
2016
Q4 		$941K Buy
105,972
+62,298
+143% +$541K 0.05% 401
2016
Q3 		$376K Buy
43,674
+12,360
+39% +$106K 0.02% 696
2016
Q2 		$260K Sell
31,314
-3,192
-9% -$26.2K 0.01% 845
2016
Q1 		$389K Buy
34,506
+3,378
+11% +$26.1K 0.05% 327
2015
Q4 		$252K Buy
+31,128
New +$254K 0.02% 740

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

IFP Advisors's SCHX Position: Q2 2026 in Review

IFP Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 6.1% in Q2 2026, buying an estimated $1.24M and bringing the position to 756,568 shares worth $22.3M. The position accounts for 0.4% of the portfolio, ranked #47.

IFP Advisors first reported a position in SCHX in Q4 2015 and has held it in 42 quarters since. The position peaked at $40M in Q3 2022. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • IFP Advisors held 756,568 shares of Schwab US Large- Cap ETF worth $22.3M as of Q2 2026.
  • IFP Advisors bought 43,581 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.24M.
  • Schwab US Large- Cap ETF made up 0.4% of IFP Advisors's portfolio in Q2 2026, its #47 holding.
  • IFP Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Schwab US Large- Cap ETF position peaked at $40M in Q3 2022.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.