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

Joule 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	$1.04M	Sell	35,195 -1,633	-4%	-$46.6K	0.28%	39
2026 Q1	$944K	Sell	36,828 -5,555	-13%	-$149K	0.28%	41
2025 Q4	$1.14M	Sell	42,383 -459	-1%	-$12.3K	0.34%	34
2025 Q3	$1.13M	Sell	42,842 -4,459	-9%	-$113K	0.34%	34
2025 Q2	$1.16M	Sell	47,301 -1,183	-2%	-$26.7K	0.38%	33
2025 Q1	$1.07M	Sell	48,484 -234	-0.5%	-$5.45K	0.38%	34
2024 Q4	$1.13M	Sell	48,718 -692	-1%	-$16.1K	0.4%	35
2024 Q3	$1.12M	Sell	49,410 -6,303	-11%	-$137K	0.41%	31
2024 Q2	$1.2M	Sell	55,713 -786	-1%	-$16.2K	0.49%	27
2024 Q1	$1.17M	Sell	56,499 -3,051	-5%	-$60.1K	0.48%	29
2023 Q4	$1.12M	Sell	59,550 -1,545	-3%	-$27.1K	0.52%	28
2023 Q3	$1.03M	Sell	61,095 -1,116	-2%	-$19.6K	0.53%	27
2023 Q2	$1.09M	Sell	62,211 -942	-1%	-$15.6K	0.56%	26
2023 Q1	$1.02M	Sell	63,153 -3,729	-6%	-$58.7K	0.55%	26
2022 Q4	$1.01M	Sell	66,882 -1,965	-3%	-$29.7K	0.67%	26
2022 Q3	$972K	Sell	68,847 -2,184	-3%	-$34.3K	0.73%	28
2022 Q2	$1.06M	Buy	+71,031	New	+$1.15M	0.83%	23

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Joule Financial's SCHX Position: Q2 2026 in Review

Joule Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q2 2026, selling an estimated $46.6K and leaving 35,195 shares worth $1.04M. The position accounts for 0.28% of the portfolio, ranked #39.

Joule Financial first reported a position in SCHX in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q2 2024. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Joule Financial held 35,195 shares of Schwab US Large- Cap ETF worth $1.04M as of Q2 2026.
Joule Financial sold 1,633 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $46.6K.
Schwab US Large- Cap ETF made up 0.28% of Joule Financial's portfolio in Q2 2026, its #39 holding.
Joule Financial first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 17 quarters since.
Joule Financial's Schwab US Large- Cap ETF position peaked at $1.2M in Q2 2024.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.