K2 Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

K2 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	$11.9M	Sell	401,944 -3,528	-0.9%	-$101K	8.41%	2
2026 Q1	$11.4M	Buy	405,472 +24,860	+7%	+$667K	8.27%	2
2025 Q4	$10.4M	Buy	380,612 +8,322	+2%	+$222K	8.02%	2
2025 Q3	$9.78M	Sell	372,290 -15,174	-4%	-$385K	7.86%	2
2025 Q2	$9.55M	Buy	387,464 +6,520	+2%	+$147K	8.42%	2
2025 Q1	$7.73M	Buy	380,944 +35,274	+10%	+$821K	7.59%	2
2024 Q4	$7.97M	Buy	+345,670	New	+$8.06M	7.92%	2

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

SAM

Standpoint Asset Management Scottsdale, Arizona $477M AUM 21.39% 1-Year Est. Return

K2 Financial's SCHX Position: Q2 2026 in Review

K2 Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.87% in Q2 2026, selling an estimated $101K and leaving 401,944 shares worth $11.9M. The position accounts for 8.41% of the portfolio, ranked #2.

K2 Financial first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 510 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

K2 Financial held 401,944 shares of Schwab US Large- Cap ETF worth $11.9M as of Q2 2026.
K2 Financial sold 3,528 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $101K.
Schwab US Large- Cap ETF made up 8.41% of K2 Financial's portfolio in Q2 2026, its #2 holding.
K2 Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
510 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on K2 Financial's 13F filing for Q2 2026, filed 21 Jul 2026.