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

Integrity Financial’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 		$806K Hold
27,381
– – 0.39% 55
2026
Q1 		$702K Buy
27,381
+23,340
+578% +$626K 0.35% 64
2025
Q4 		$109K Hold
4,041
– – 0.06% 167
2025
Q3 		$106K Hold
4,041
– – 0.05% 174
2025
Q2 		$98.8K Hold
4,041
– – 0.05% 169
2025
Q1 		$89.2K Hold
4,041
– – 0.05% 157
2024
Q4 		$93.7K Buy
+4,041
New +$94.2K 0.05% 150

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

Integrity Financial's SCHX Position: Q2 2026 in Review

Integrity Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 27,381 shares worth $806K. The position accounts for 0.39% of the portfolio, ranked #55.

Integrity Financial first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Integrity Financial held 27,381 shares of Schwab US Large- Cap ETF worth $806K as of Q2 2026.
  • Integrity Financial left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.39% of Integrity Financial's portfolio in Q2 2026, its #55 holding.
  • Integrity Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.