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

Legacy Financial 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 		$216K Buy
+7,326
New +$209K 0.03% 406
2019
Q2 		– Sell
-8,046
Closed -$91K – 751
2019
Q1 		$91K Hold
8,046
– – 0.03% 180
2018
Q4 		$80K Hold
8,046
– – 0.03% 167
2018
Q3 		$93K Hold
8,046
– – 0.03% 178
2018
Q2 		$90K Hold
8,046
– – 0.03% 181
2018
Q1 		$85K Hold
8,046
– – 0.03% 183
2017
Q4 		$85K Buy
+8,046
New +$83.3K 0.03% 194

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

Legacy Financial Advisors's SCHX Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,326 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #406 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in SCHX as recently as Q1 2019.

Legacy Financial Advisors first reported a position in SCHX in Q4 2017 and has held it in 7 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Legacy Financial Advisors held 7,326 shares of Schwab US Large- Cap ETF worth $216K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Legacy Financial Advisors position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #406 holding.
  • Legacy Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 7 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.