LBMC Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

LBMC Investment Advisors’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	$2.06M	Hold	70,093	–	–	0.11%	76
2026 Q1	$1.8M	Hold	70,093	–	–	0.11%	76
2025 Q4	$1.89M	Hold	70,093	–	–	0.12%	70
2025 Q3	$1.85M	Sell	70,093 -9,295	-12%	-$236K	0.12%	70
2025 Q2	$1.94M	Sell	79,388 -1,607	-2%	-$36.3K	0.14%	66
2025 Q1	$1.79M	Sell	80,995 -380	-0.5%	-$8.85K	0.14%	64
2024 Q4	$1.89M	Buy	81,375 +3	+0%	+$70	0.15%	58
2024 Q3	$1.84M	Sell	81,372 -906	-1%	-$19.7K	0.15%	57
2024 Q2	$1.76M	Hold	82,278	–	–	0.15%	57
2024 Q1	$1.7M	Buy	82,278 +6	+0%	+$118	0.15%	54
2023 Q4	$1.55M	Buy	82,272 +6	+0%	+$105	0.15%	48
2023 Q3	$1.37M	Sell	82,266 -285	-0.3%	-$5K	0.15%	47
2023 Q2	$1.44M	Buy	82,551 +6	+0%	+$99	0.14%	47
2023 Q1	$1.33M	Hold	82,545	–	–	0.13%	46
2022 Q4	$1.24M	Hold	82,545	–	–	0.13%	43
2022 Q3	$1.17M	Sell	82,545 -6,570	-7%	-$103K	0.13%	45
2022 Q2	$1.33M	Buy	89,115 +14,589	+20%	+$236K	0.14%	43
2022 Q1	$1.34M	Hold	74,526	–	–	0.12%	50
2021 Q4	$1.41M	Buy	74,526 +14,658	+24%	+$271K	0.12%	48
2021 Q3	$1.29K	Sell	59,868 -12,696	-17%	-$226K	0.12%	49
2021 Q2	$1.26M	Sell	72,564 -3,042	-4%	-$51.3K	0.12%	51
2021 Q1	$1.21M	Buy	75,606 +3,642	+5%	+$57.1K	0.13%	48
2020 Q4	$1.09M	Buy	71,964 +1,638	+2%	+$23.4K	0.13%	46
2020 Q3	$945K	Hold	70,326	–	–	0.13%	46
2020 Q2	$869K	Hold	70,326	–	–	0.14%	42
2020 Q1	$718K	Hold	70,326	–	–	0.13%	37
2019 Q4	$900K	Hold	70,326	–	–	0.13%	40
2019 Q3	$831K	Hold	70,326	–	–	0.13%	39
2019 Q2	$823K	Hold	70,326	–	–	0.12%	39
2019 Q1	$792K	Hold	70,326	–	–	0.13%	40
2018 Q4	$700K	Buy	70,326 +18,582	+36%	+$199K	0.13%	40
2018 Q3	$600K	Buy	51,744 +4,182	+9%	+$47.5K	0.1%	54
2018 Q2	$515K	Buy	+47,562	New	+$513K	0.09%	56

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

LBMC Investment Advisors's SCHX Position: Q2 2026 in Review

LBMC Investment Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 70,093 shares worth $2.06M. The position accounts for 0.11% of the portfolio, ranked #76.

LBMC Investment Advisors first reported a position in SCHX in Q2 2018 and has held it in 33 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

LBMC Investment Advisors held 70,093 shares of Schwab US Large- Cap ETF worth $2.06M as of Q2 2026.
LBMC Investment Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.11% of LBMC Investment Advisors's portfolio in Q2 2026, its #76 holding.
LBMC Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 33 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.