KFG
SCHX icon

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

Kingdom Financial Group’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 		– Sell
-3,117
Closed -$79.9K – 948
2026
Q1 		$79.9K Sell
3,117
-124
-4% -$3.33K 0.02% 226
2025
Q4 		$87.2K Buy
+3,241
New +$86.6K 0.03% 208

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

Kingdom Financial Group's SCHX Position: Q2 2026 in Review

Kingdom Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 3,117 shares — an estimated $79.9K sold.

Kingdom Financial Group first reported a position in SCHX in Q4 2025 and held it in 2 quarters. The position peaked at $87.2K in Q4 2025. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Kingdom Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 3,117 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $79.9K.
  • Kingdom Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2025 and held it in 2 quarters.
  • Kingdom Financial Group's Schwab US Large- Cap ETF position peaked at $87.2K in Q4 2025.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.