Investor's Fiduciary Advisor Network’s Schwab US Large- Cap ETF SCHX Stock Holding History

Investor's Fiduciary Advisor Network’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	$2.35M	Sell	79,853 -6,777	-8%	-$194K	0.8%	35
2026 Q1	$2.22M	Sell	86,630 -5,023	-5%	-$135K	0.68%	33
2025 Q4	$2.47M	Buy	91,653 +3,085	+3%	+$82.4K	0.53%	43
2025 Q3	$2.33M	Buy	88,568 +8,584	+11%	+$218K	0.79%	29
2025 Q2	$1.95M	Buy	79,984 +49,393	+161%	+$1.12M	0.73%	33
2025 Q1	$675K	Buy	30,591 +9,639	+46%	+$224K	0.32%	82
2024 Q4	$485K	Buy	+20,952	New	+$488K	0.19%	129

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Investor's Fiduciary Advisor Network's SCHX Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.8% in Q2 2026, selling an estimated $194K and leaving 79,853 shares worth $2.35M. The position accounts for 0.8% of the portfolio, ranked #35.

Investor's Fiduciary Advisor Network first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Investor's Fiduciary Advisor Network held 79,853 shares of Schwab US Large- Cap ETF worth $2.35M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 6,777 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $194K.
Schwab US Large- Cap ETF made up 0.8% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #35 holding.
Investor's Fiduciary Advisor Network first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Schwab US Large- Cap ETF position peaked at $2.47M in Q4 2025.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.