Lloyd Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lloyd Advisory Services’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	$2.2K	Sell	75 -3,042	-98%	-$86.9K	﹤0.01%	500
2026 Q1	$79.9K	Sell	3,117 -57,656	-95%	-$1.55M	0.02%	226
2025 Q4	$1.64M	Buy	+60,773	New	+$1.62M	0.63%	26
2025 Q2	–	Sell	-134,165	Closed	-$2.96M	–	114
2025 Q1	$2.96M	Buy	134,165 +67,568	+101%	+$1.57M	1.49%	15
2024 Q4	$1.54M	Buy	+66,597	New	+$1.55M	0.73%	31
2024 Q1	–	Sell	-259,062	Closed	-$4.87M	–	170
2023 Q4	$4.87M	Buy	+259,062	New	+$4.55M	2.31%	10
2022 Q4	$7.65M	Buy	508,443 +9,582	+2%	+$145K	5.32%	5
2022 Q3	$7.04M	Buy	498,861 +170,694	+52%	+$2.68M	5.14%	5
2022 Q2	$4.88M	Buy	328,167 +255,156	+349%	+$4.13M	3.8%	6
2022 Q1	$1.31M	Buy	73,011 +32,697	+81%	+$579K	0.61%	29
2021 Q4	$765K	Buy	40,314 +282	+0.7%	+$5.21K	0.35%	35
2021 Q3	$694K	Sell	40,032 -118,356	-75%	-$2.11M	0.36%	31
2021 Q2	$2.75M	Sell	158,388 -1,008	-0.6%	-$17K	1.39%	23
2021 Q1	$2.55M	Buy	+159,396	New	+$2.5M	1.39%	23

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Lloyd Advisory Services's SCHX Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 98% in Q2 2026, selling an estimated $86.9K and leaving 75 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Lloyd Advisory Services first reported a position in SCHX in Q1 2021 and has held it in 14 quarters since. The position peaked at $7.65M in Q4 2022. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Lloyd Advisory Services held 75 shares of Schwab US Large- Cap ETF worth $2.2K as of Q2 2026.
Lloyd Advisory Services sold 3,042 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $86.9K.
Schwab US Large- Cap ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #500 holding.
Lloyd Advisory Services first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 14 quarters since.
Lloyd Advisory Services's Schwab US Large- Cap ETF position peaked at $7.65M in Q4 2022.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.