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Independent Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Independent Financial Group’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 		$2.54M Buy
86,230
+3,349
+4% +$95.6K 0.05% 381
2026
Q1 		$2.13M Buy
82,881
+4,756
+6% +$128K 0.05% 388
2025
Q4 		$2.1M Buy
78,125
+2,764
+4% +$73.8K 0.05% 377
2025
Q3 		$1.99M Buy
75,361
+1,043
+1% +$26.5K 0.05% 388
2025
Q2 		$1.82M Buy
74,318
+3,667
+5% +$82.9K 0.05% 370
2025
Q1 		$1.56M Sell
70,651
-305
-0.4% -$7.1K 0.05% 354
2024
Q4 		$1.64M Sell
70,956
-948
-1% -$22.1K 0.05% 341
2024
Q3 		$1.63M Sell
71,904
-2,853
-4% -$62.2K 0.06% 322
2024
Q2 		$1.6M Sell
74,757
-6,345
-8% -$131K 0.06% 275
2024
Q1 		$1.68M Sell
81,102
-855
-1% -$16.8K 0.08% 254
2023
Q4 		$1.54M Buy
81,957
+252
+0.3% +$4.42K 0.08% 252
2023
Q3 		$1.38M Buy
81,705
+2,403
+3% +$42.2K 0.09% 247
2023
Q2 		$1.38M Buy
79,302
+13,884
+21% +$229K 0.1% 234
2023
Q1 		$1.05M Sell
65,418
-7,089
-10% -$112K 0.08% 268
2022
Q4 		$1.09M Buy
72,507
+258
+0.4% +$3.9K 0.09% 219
2022
Q3 		$1.02M Sell
72,249
-21,822
-23% -$342K 0.09% 220
2022
Q2 		$1.4M Sell
94,071
-21,414
-19% -$347K 0.15% 157
2022
Q1 		$2.07M Sell
115,485
-10,851
-9% -$192K 0.17% 125
2021
Q4 		$2.4M Buy
126,336
+19,782
+19% +$365K 0.2% 112
2021
Q3 		$1.85M Sell
106,554
-1,470
-1% -$26.2K 0.19% 114
2021
Q2 		$1.87M Sell
108,024
-10,938
-9% -$185K 0.2% 112
2021
Q1 		$1.9M Buy
118,962
+2,706
+2% +$42.4K 0.25% 100
2020
Q4 		$1.76M Buy
116,256
+30,108
+35% +$431K 0.26% 93
2020
Q3 		$1.16M Buy
86,148
+10,974
+15% +$146K 0.22% 114
2020
Q2 		$928K Buy
75,174
+192
+0.3% +$2.24K 0.2% 125
2020
Q1 		$765K Buy
+74,982
New +$911K 0.23% 114

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

Independent Financial Group's SCHX Position: Q2 2026 in Review

Independent Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 4% in Q2 2026, buying an estimated $95.6K and bringing the position to 86,230 shares worth $2.54M. The position accounts for 0.05% of the portfolio, ranked #381.

Independent Financial Group first reported a position in SCHX in Q1 2020 and has held it in 26 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Independent Financial Group held 86,230 shares of Schwab US Large- Cap ETF worth $2.54M as of Q2 2026.
  • Independent Financial Group bought 3,349 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $95.6K.
  • Schwab US Large- Cap ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #381 holding.
  • Independent Financial Group first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.