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L.J. Altfest & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

L.J. Altfest & 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 		$496K Buy
16,847
+144
+0.9% +$4.11K 0.05% 217
2026
Q1 		$428K Buy
16,703
+195
+1% +$5.23K 0.05% 237
2025
Q4 		$444K Buy
16,508
+167
+1% +$4.46K 0.05% 240
2025
Q3 		$430K Buy
16,341
+227
+1% +$5.76K 0.05% 244
2025
Q2 		$394K Sell
16,114
-4,833
-23% -$109K 0.05% 249
2025
Q1 		$463K Buy
20,947
+108
+0.5% +$2.51K 0.06% 230
2024
Q4 		$483K Sell
20,839
-584
-3% -$13.6K 0.06% 212
2024
Q3 		$485K Sell
21,423
-54
-0.3% -$1.18K 0.06% 212
2024
Q2 		$460K Buy
21,477
+3,450
+19% +$71.3K 0.06% 208
2024
Q1 		$373K Buy
18,027
+5,400
+43% +$106K 0.05% 227
2023
Q4 		$237K Buy
+12,627
New +$222K 0.03% 276
2017
Q3 		– Sell
-21,522
Closed -$207K – 147
2017
Q2 		$207K Sell
21,522
-425,082
-95% -$4.05M 0.13% 134
2017
Q1 		$4.19M Buy
+446,604
New +$4.13M 1.66% 8

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

L.J. Altfest & Co's SCHX Position: Q2 2026 in Review

L.J. Altfest & Co increased its Schwab US Large- Cap ETF (SCHX) stake by 0.86% in Q2 2026, buying an estimated $4.11K and bringing the position to 16,847 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #217.

L.J. Altfest & Co first reported a position in SCHX in Q1 2017 and has held it in 13 quarters since. The position peaked at $4.19M in Q1 2017. 1,606 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • L.J. Altfest & Co held 16,847 shares of Schwab US Large- Cap ETF worth $496K as of Q2 2026.
  • L.J. Altfest & Co bought 144 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $4.11K.
  • Schwab US Large- Cap ETF made up 0.05% of L.J. Altfest & Co's portfolio in Q2 2026, its #217 holding.
  • L.J. Altfest & Co first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 13 quarters since.
  • L.J. Altfest & Co's Schwab US Large- Cap ETF position peaked at $4.19M in Q1 2017.
  • 1,606 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.