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

Index Fund 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 		$330K Hold
11,201
– – 0.01% 105
2026
Q1 		$287K Buy
11,201
+267
+2% +$7.16K 0.01% 110
2025
Q4 		$294K Hold
10,934
– – 0.01% 122
2025
Q3 		$288K Sell
10,934
-9
-0.1% -$229 0.01% 116
2025
Q2 		$267K Sell
10,943
-5
-0% -$113 0.02% 124
2025
Q1 		$242K Sell
10,948
-3,832
-26% -$89.2K 0.02% 87
2024
Q4 		$343K Buy
14,780
+11
+0.1% +$256 0.02% 78
2024
Q3 		$334K Buy
14,769
+4,749
+47% +$103K 0.02% 78
2024
Q2 		$215K Sell
10,020
-1,734
-15% -$35.8K 0.01% 88
2024
Q1 		$243K Buy
11,754
+15
+0.1% +$295 0.01% 86
2023
Q4 		$221K Buy
+11,739
New +$206K 0.01% 86
2023
Q3 		– Sell
-152,439
Closed -$2.66M – 100
2023
Q2 		$2.66M Buy
152,439
+810
+0.5% +$13.4K 0.17% 16
2023
Q1 		$2.44M Sell
151,629
-882
-0.6% -$13.9K 0.17% 16
2022
Q4 		$2.29M Buy
152,511
+651
+0.4% +$9.85K 0.16% 17
2022
Q3 		$2.14M Buy
151,860
+630
+0.4% +$9.88K 0.17% 16
2022
Q2 		$2.25M Sell
151,230
-39,849
-21% -$646K 0.17% 14
2022
Q1 		$3.43M Sell
191,079
-5,049
-3% -$89.4K 0.26% 12
2021
Q4 		$3.72M Buy
+196,128
New +$3.62M 0.26% 12

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

Index Fund Advisors's SCHX Position: Q2 2026 in Review

Index Fund Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 11,201 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #105.

Index Fund Advisors first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.72M in Q4 2021. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Index Fund Advisors held 11,201 shares of Schwab US Large- Cap ETF worth $330K as of Q2 2026.
  • Index Fund Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Index Fund Advisors's portfolio in Q2 2026, its #105 holding.
  • Index Fund Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Index Fund Advisors's Schwab US Large- Cap ETF position peaked at $3.72M in Q4 2021.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.