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

LifeSteps Financial’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	$377K	Sell	12,801 -596	-4%	-$17K	0.18%	69
2026 Q1	$343K	Sell	13,397 -147	-1%	-$3.94K	0.22%	71
2025 Q4	$364K	Sell	13,544 -524	-4%	-$14K	0.23%	65
2025 Q3	$371K	Hold	14,068	–	–	0.24%	65
2025 Q2	$344K	Buy	14,068 +4,810	+52%	+$109K	0.24%	66
2025 Q1	$204K	Sell	9,258 -660	-7%	-$15.4K	0.17%	79
2024 Q4	$230K	Sell	9,918 -270	-3%	-$6.29K	0.18%	76
2024 Q3	$230K	Hold	10,188	–	–	0.18%	74
2024 Q2	$218K	Sell	10,188 -48	-0.5%	-$992	0.18%	77
2024 Q1	$212K	Sell	10,236 -696	-6%	-$13.7K	0.16%	81
2023 Q4	$206K	Buy	+10,932	New	+$192K	0.18%	80
2022 Q3	–	Sell	-14,871	Closed	-$221K	–	77
2022 Q2	$221K	Sell	14,871 -51	-0.3%	-$826	0.23%	71
2022 Q1	$268K	Hold	14,922	–	–	0.2%	70
2021 Q4	$283K	Sell	14,922 -954	-6%	-$17.6K	0.2%	69
2021 Q3	$275K	Sell	15,876 -1,164	-7%	-$20.8K	0.21%	70
2021 Q2	$295K	Hold	17,040	–	–	0.23%	66
2021 Q1	$273K	Hold	17,040	–	–	0.23%	71
2020 Q4	$258K	Sell	17,040 -1,218	-7%	-$17.4K	0.24%	68
2020 Q3	$245K	Buy	18,258 +1,116	+7%	+$14.8K	0.26%	65
2020 Q2	$212K	Buy	+17,142	New	+$200K	0.24%	70
2020 Q1	–	Sell	-20,832	Closed	-$267K	–	94
2019 Q4	$267K	Buy	+20,832	New	+$255K	0.25%	78

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

LifeSteps Financial's SCHX Position: Q2 2026 in Review

LifeSteps Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q2 2026, selling an estimated $17K and leaving 12,801 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #69.

LifeSteps Financial first reported a position in SCHX in Q4 2019 and has held it in 21 quarters since. 756 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

LifeSteps Financial held 12,801 shares of Schwab US Large- Cap ETF worth $377K as of Q2 2026.
LifeSteps Financial sold 596 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $17K.
Schwab US Large- Cap ETF made up 0.18% of LifeSteps Financial's portfolio in Q2 2026, its #69 holding.
LifeSteps Financial first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 21 quarters since.
756 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.