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

Legacy 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 		$390K Buy
13,248
+35
+0.3% +$999 0.04% 212
2026
Q1 		$339K Buy
13,213
+38
+0.3% +$1.02K 0.04% 195
2025
Q4 		$355K Buy
13,175
+40
+0.3% +$1.07K 0.04% 205
2025
Q3 		$346K Buy
+13,135
New +$334K 0.04% 187

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Legacy Advisors's SCHX Position: Q2 2026 in Review

Legacy Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $999 and bringing the position to 13,248 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #212.

Legacy Advisors first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Legacy Advisors held 13,248 shares of Schwab US Large- Cap ETF worth $390K as of Q2 2026.
  • Legacy Advisors bought 35 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $999.
  • Schwab US Large- Cap ETF made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #212 holding.
  • Legacy Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.