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Jim Saulnier & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Jim Saulnier & Associates’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 		$313K Buy
+10,647
New +$304K 0.13% 122
2026
Q1 		– Sell
-9,955
Closed -$268K – 146
2025
Q4 		$268K Sell
9,955
-8,520
-46% -$228K 0.14% 119
2025
Q3 		$487K Buy
+18,475
New +$469K 0.27% 76

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

Jim Saulnier & Associates's SCHX Position: Q2 2026 in Review

Jim Saulnier & Associates opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 10,647 shares worth $313K. The stake represents 0.13% of the portfolio and ranks #122 among its holdings. This is a return to the name: Jim Saulnier & Associates previously reported a position in SCHX as recently as Q4 2025.

Jim Saulnier & Associates first reported a position in SCHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $487K in Q3 2025. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Jim Saulnier & Associates held 10,647 shares of Schwab US Large- Cap ETF worth $313K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Jim Saulnier & Associates position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.13% of Jim Saulnier & Associates's portfolio in Q2 2026, its #122 holding.
  • Jim Saulnier & Associates first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Jim Saulnier & Associates's Schwab US Large- Cap ETF position peaked at $487K in Q3 2025.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.