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John W. Brooker & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

John W. Brooker & Co’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 		$658K Sell
22,369
-2,005
-8% -$57.3K 0.8% 36
2026
Q1 		$625K Sell
24,374
-764
-3% -$20.5K 0.98% 32
2025
Q4 		$676K Sell
25,138
-13,686
-35% -$365K 1.21% 25
2025
Q3 		$1.02M Buy
38,824
+8,677
+29% +$220K 2.08% 17
2025
Q2 		$747K Sell
30,147
-146,404
-83% -$3.31M 1.75% 19
2025
Q1 		$3.9M Buy
176,551
+10,416
+6% +$242K 1.61% 19
2024
Q4 		$3.85M Buy
166,135
+13,600
+9% +$317K 1.66% 19
2024
Q3 		$3.45M Buy
152,535
+19,296
+14% +$420K 1.58% 20
2024
Q2 		$2.85M Buy
133,239
+3,810
+3% +$78.7K 1.43% 21
2024
Q1 		$2.68M Buy
129,429
+10,971
+9% +$216K 1.44% 20
2023
Q4 		$2.23M Buy
118,458
+11,532
+11% +$203K 1.28% 21
2023
Q3 		$1.8M Buy
106,926
+4,935
+5% +$86.6K 1.14% 23
2023
Q2 		$1.78M Buy
101,991
+567
+0.6% +$9.36K 1.15% 24
2023
Q1 		$1.65M Sell
101,424
-9,270
-8% -$146K 1.09% 25
2022
Q4 		$1.67M Sell
110,694
-1,563
-1% -$23.7K 1.09% 25
2022
Q3 		$1.58M Buy
112,257
+16,557
+17% +$260K 1.02% 23
2022
Q2 		$1.43M Sell
95,700
-12,063
-11% -$195K 0.87% 24
2022
Q1 		$1.93M Buy
107,763
+15,465
+17% +$274K 1.05% 23
2021
Q4 		$1.75M Buy
92,298
+6,438
+7% +$119K 0.9% 25
2021
Q3 		$1.49M Buy
85,860
+12,858
+18% +$229K 0.84% 24
2021
Q2 		$1.26M Buy
73,002
+4,116
+6% +$69.4K 0.74% 26
2021
Q1 		$1.1M Buy
68,886
+1,308
+2% +$20.5K 0.69% 25
2020
Q4 		$1.02M Buy
67,578
+66
+0.1% +$944 0.67% 26
2020
Q3 		$907K Buy
67,512
+198
+0.3% +$2.63K 0.63% 27
2020
Q2 		$831K Sell
67,314
-7,764
-10% -$90.5K 0.59% 28
2020
Q1 		$766K Buy
75,078
+18,162
+32% +$221K 0.55% 29
2019
Q4 		$729K Buy
+56,916
New +$698K 0.47% 35

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
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
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

John W. Brooker & Co's SCHX Position: Q2 2026 in Review

John W. Brooker & Co reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.2% in Q2 2026, selling an estimated $57.3K and leaving 22,369 shares worth $658K. The position accounts for 0.8% of the portfolio, ranked #36.

John W. Brooker & Co first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.9M in Q1 2025. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • John W. Brooker & Co held 22,369 shares of Schwab US Large- Cap ETF worth $658K as of Q2 2026.
  • John W. Brooker & Co sold 2,005 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $57.3K.
  • Schwab US Large- Cap ETF made up 0.8% of John W. Brooker & Co's portfolio in Q2 2026, its #36 holding.
  • John W. Brooker & Co first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • John W. Brooker & Co's Schwab US Large- Cap ETF position peaked at $3.9M in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.