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

JSF 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 		$351K Buy
11,937
+32
+0.3% +$914 0.06% 107
2026
Q1 		$305K Buy
11,905
+34
+0.3% +$912 0.06% 104
2025
Q4 		$319K Buy
11,871
+35
+0.3% +$935 0.07% 101
2025
Q3 		$312K Buy
11,836
+34
+0.3% +$863 0.07% 99
2025
Q2 		$288K Buy
11,802
+34
+0.3% +$769 0.07% 102
2025
Q1 		$260K Buy
+11,768
New +$274K 0.07% 103

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

JSF Financial's SCHX Position: Q2 2026 in Review

JSF Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 0.27% in Q2 2026, buying an estimated $914 and bringing the position to 11,937 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #107.

JSF Financial first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • JSF Financial held 11,937 shares of Schwab US Large- Cap ETF worth $351K as of Q2 2026.
  • JSF Financial bought 32 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $914.
  • Schwab US Large- Cap ETF made up 0.06% of JSF Financial's portfolio in Q2 2026, its #107 holding.
  • JSF Financial first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.