Leverty Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Leverty Financial Group’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	$17M	Buy	576,547 +14,038	+2%	+$401K	3.3%	8
2026 Q1	$14.4M	Buy	562,509 +123,973	+28%	+$3.33M	3.19%	8
2025 Q4	$11.8M	Buy	438,536 +17,429	+4%	+$465K	2.82%	7
2025 Q3	$11.1M	Sell	421,107 -4,459	-1%	-$113K	2.88%	8
2025 Q2	$10.4M	Sell	425,566 -3,355,196	-89%	-$75.9M	3.11%	6
2025 Q1	$83.5M	Buy	3,780,762 +1,179,570	+45%	+$27.5M	34.13%	1
2024 Q4	$60.3M	Sell	2,601,192 -23,217	-0.9%	-$541K	30.68%	1
2024 Q3	$59.4M	Buy	2,624,409 +971,601	+59%	+$21.2M	32.43%	1
2024 Q2	$35.4M	Sell	1,652,808 -57,870	-3%	-$1.2M	20.94%	1
2024 Q1	$35.4M	Buy	1,710,678 +49,716	+3%	+$979K	21.11%	1
2023 Q4	$31.2M	Buy	1,660,962 +67,494	+4%	+$1.19M	19.8%	1
2023 Q3	$26.9M	Sell	1,593,468 -1,163,154	-42%	-$20.4M	19.51%	1
2023 Q2	$48.1M	Buy	2,756,622 +108,291	+4%	+$1.79M	35.07%	1
2023 Q1	$42.7M	Buy	2,648,331 +157,413	+6%	+$2.48M	33.52%	1
2022 Q4	$37.5M	Buy	+2,490,918	New	+$37.7M	32.07%	1

Other funds holding SCHX

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Leverty Financial Group's SCHX Position: Q2 2026 in Review

Leverty Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 2.5% in Q2 2026, buying an estimated $401K and bringing the position to 576,547 shares worth $17M. The position accounts for 3.3% of the portfolio, ranked #8.

Leverty Financial Group first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $83.5M in Q1 2025. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Leverty Financial Group held 576,547 shares of Schwab US Large- Cap ETF worth $17M as of Q2 2026.
Leverty Financial Group bought 14,038 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $401K.
Schwab US Large- Cap ETF made up 3.3% of Leverty Financial Group's portfolio in Q2 2026, its #8 holding.
Leverty Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
Leverty Financial Group's Schwab US Large- Cap ETF position peaked at $83.5M in Q1 2025.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.