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

JFS Wealth 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 		$2.11M Sell
71,723
-876
-1% -$25K 0.11% 114
2026
Q1 		$1.86M Buy
72,599
+174
+0.2% +$4.67K 0.1% 113
2025
Q4 		$1.95M Sell
72,425
-1,088
-1% -$29.1K 0.11% 109
2025
Q3 		$1.94M Buy
73,513
+491
+0.7% +$12.5K 0.11% 110
2025
Q2 		$1.78M Buy
73,022
+1,847
+3% +$41.8K 0.11% 109
2025
Q1 		$1.57M Buy
71,175
+431
+0.6% +$10K 0.11% 113
2024
Q4 		$1.64M Sell
70,744
-8,111
-10% -$189K 0.11% 104
2024
Q3 		$1.78M Sell
78,855
-2,064
-3% -$45K 0.12% 103
2024
Q2 		$1.73M Buy
80,919
+1,023
+1% +$21.1K 0.14% 85
2024
Q1 		$1.65M Buy
79,896
+3,192
+4% +$62.8K 0.13% 88
2023
Q4 		$1.44M Sell
76,704
-969
-1% -$17K 0.12% 89
2023
Q3 		$1.31M Sell
77,673
-6,444
-8% -$113K 0.12% 98
2023
Q2 		$1.47M Buy
84,117
+1,122
+1% +$18.5K 0.13% 94
2023
Q1 		$1.34M Sell
82,995
-1,527
-2% -$24K 0.13% 95
2022
Q4 		$1.27M Sell
84,522
-591
-0.7% -$8.95K 0.12% 96
2022
Q3 		$1.2M Buy
85,113
+2,613
+3% +$41K 0.13% 97
2022
Q2 		$1.23M Sell
82,500
-3,978
-5% -$64.5K 0.13% 95
2022
Q1 		$1.55M Sell
86,478
-1,608
-2% -$28.5K 0.15% 93
2021
Q4 		$1.67M Sell
88,086
-552
-0.6% -$10.2K 0.16% 95
2021
Q3 		$1.54M Sell
88,638
-19,356
-18% -$345K 0.16% 94
2021
Q2 		$1.87M Buy
107,994
+8,130
+8% +$137K 0.28% 57
2021
Q1 		$1.6M Buy
99,864
+2,100
+2% +$32.9K 0.33% 59
2020
Q4 		$1.48M Sell
97,764
-25,062
-20% -$359K 0.31% 63
2020
Q3 		$1.65M Sell
122,826
-22,662
-16% -$301K 0.39% 55
2020
Q2 		$1.8M Sell
145,488
-12,990
-8% -$151K 0.47% 48
2020
Q1 		$1.62M Sell
158,478
-4,404
-3% -$53.5K 0.49% 49
2019
Q4 		$2.08M Buy
162,882
+8,202
+5% +$101K 0.51% 45
2019
Q3 		$1.83M Sell
154,680
-5,340
-3% -$62.9K 0.47% 50
2019
Q2 		$1.87M Sell
160,020
-7,548
-5% -$86.7K 0.47% 51
2019
Q1 		$1.89M Buy
167,568
+16,914
+11% +$183K 0.49% 46
2018
Q4 		$1.5M Buy
150,654
+834
+0.6% +$8.95K 0.4% 54
2018
Q3 		$1.74M Buy
149,820
+12,318
+9% +$140K 0.45% 44
2018
Q2 		$1.49M Buy
137,502
+38,226
+39% +$412K 0.39% 50
2018
Q1 		$1.04M Buy
99,276
+27,516
+38% +$299K 0.28% 62
2017
Q4 		$763K Buy
71,760
+39,408
+122% +$408K 0.19% 75
2017
Q3 		$324K Buy
32,352
+29,262
+947% +$287K 0.08% 105
2017
Q2 		$30K Buy
+3,090
New +$29.5K 0.01% 263
2016
Q3 		– Sell
-2,550
Closed -$21K – 511
2016
Q2 		$21K Hold
2,550
– – 0.01% 319
2016
Q1 		$21K Hold
2,550
– – 0.01% 315
2015
Q4 		$21K Buy
+2,550
New +$20.8K 0.01% 321

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

JFS Wealth Advisors's SCHX Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q2 2026, selling an estimated $25K and leaving 71,723 shares worth $2.11M. The position accounts for 0.11% of the portfolio, ranked #114.

JFS Wealth Advisors first reported a position in SCHX in Q4 2015 and has held it in 40 quarters since. 756 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • JFS Wealth Advisors held 71,723 shares of Schwab US Large- Cap ETF worth $2.11M as of Q2 2026.
  • JFS Wealth Advisors sold 876 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $25K.
  • Schwab US Large- Cap ETF made up 0.11% of JFS Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • JFS Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 40 quarters since.
  • 756 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.