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Legacy Financial Group (Oklahoma)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$6.98M Sell
237,283
-4,043
-2% -$115K 1.63% 16
2026
Q1 		$6.19M Sell
241,326
-4,370
-2% -$117K 1.64% 17
2025
Q4 		$6.61M Sell
245,696
-2,167
-0.9% -$57.9K 1.73% 16
2025
Q3 		$6.53M Sell
247,863
-9,794
-4% -$249K 1.79% 16
2025
Q2 		$6.3M Sell
257,657
-6,149
-2% -$139K 1.86% 16
2025
Q1 		$5.82M Sell
263,806
-9,215
-3% -$215K 1.87% 16
2024
Q4 		$6.33M Sell
273,021
-552,759
-67% -$12.9M 2.04% 15
2024
Q3 		$6.18M Buy
825,780
+541,089
+190% +$11.8M 2.1% 15
2024
Q2 		$6.1M Sell
284,691
-8,745
-3% -$181K 2.31% 15
2024
Q1 		$6.07M Sell
293,436
-19,053
-6% -$375K 2.39% 13
2023
Q4 		$5.87M Sell
312,489
-7,713
-2% -$135K 2.56% 15
2023
Q3 		$5.4M Sell
320,202
-19,404
-6% -$340K 2.67% 16
2023
Q2 		$5.93M Sell
339,606
-11,184
-3% -$185K 2.96% 13
2023
Q1 		$5.66M Sell
350,790
-7,284
-2% -$115K 3.13% 15
2022
Q4 		$5.39M Buy
+358,074
New +$5.42M 3.32% 11

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 Group (Oklahoma)'s SCHX Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q2 2026, selling an estimated $115K and leaving 237,283 shares worth $6.98M. The position accounts for 1.63% of the portfolio, ranked #16.

Legacy Financial Group (Oklahoma) first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 237,283 shares of Schwab US Large- Cap ETF worth $6.98M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 4,043 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $115K.
  • Schwab US Large- Cap ETF made up 1.63% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #16 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.