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

Lutz Financial 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 		$26.6M Buy
902,154
+11,354
+1% +$324K 1.62% 15
2026
Q1 		$22.8M Buy
890,800
+162,464
+22% +$4.36M 1.54% 16
2025
Q4 		$19.6M Sell
728,336
-7,824
-1% -$209K 1.33% 21
2025
Q3 		$19.4M Sell
736,160
-1,377
-0.2% -$35K 1.4% 21
2025
Q2 		$18M Buy
737,537
+150,874
+26% +$3.41M 1.4% 20
2025
Q1 		$13M Buy
586,663
+17,629
+3% +$410K 1.06% 26
2024
Q4 		$13.2M Sell
569,034
-20,523
-3% -$478K 1.07% 27
2024
Q3 		$13.3M Sell
589,557
-26,244
-4% -$572K 1.08% 27
2024
Q2 		$13.2M Sell
615,801
-21,108
-3% -$436K 1.15% 27
2024
Q1 		$13.2M Sell
636,909
-8,640
-1% -$170K 1.15% 26
2023
Q4 		$12.1M Buy
645,549
+38,121
+6% +$669K 1.14% 26
2023
Q3 		$10.2M Sell
607,428
-83,541
-12% -$1.47M 1.12% 24
2023
Q2 		$12.1M Sell
690,969
-4,896
-0.7% -$80.8K 1.3% 22
2023
Q1 		$11.2M Buy
695,865
+11,964
+2% +$188K 1.28% 22
2022
Q4 		$10.3M Buy
683,901
+148,635
+28% +$2.25M 1.26% 26
2022
Q3 		$7.56M Sell
535,266
-74,094
-12% -$1.16M 1.03% 28
2022
Q2 		$9.07M Buy
609,360
+400,284
+191% +$6.49M 1.2% 27
2022
Q1 		$3.75M Buy
209,076
+47,700
+30% +$844K 0.46% 37
2021
Q4 		$3.06M Sell
161,376
-42
-0% -$776 0.38% 39
2021
Q3 		$2.8M Buy
161,418
+3,186
+2% +$56.8K 0.36% 40
2021
Q2 		$2.74M Sell
158,232
-1,986
-1% -$33.5K 0.37% 39
2021
Q1 		$2.56M Buy
160,218
+1,482
+0.9% +$23.2K 0.38% 38
2020
Q4 		$2.41M Buy
158,736
+4,914
+3% +$70.3K 0.4% 37
2020
Q3 		$2.07M Sell
153,822
-1,596
-1% -$21.2K 0.4% 37
2020
Q2 		$1.92M Sell
155,418
-21,144
-12% -$246K 0.39% 36
2020
Q1 		$1.8M Buy
+176,562
New +$2.14M 0.4% 38

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

Lutz Financial Services's SCHX Position: Q2 2026 in Review

Lutz Financial Services increased its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q2 2026, buying an estimated $324K and bringing the position to 902,154 shares worth $26.6M. The position accounts for 1.62% of the portfolio, ranked #15.

Lutz Financial Services first reported a position in SCHX in Q1 2020 and has held it in 26 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Lutz Financial Services held 902,154 shares of Schwab US Large- Cap ETF worth $26.6M as of Q2 2026.
  • Lutz Financial Services bought 11,354 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $324K.
  • Schwab US Large- Cap ETF made up 1.62% of Lutz Financial Services's portfolio in Q2 2026, its #15 holding.
  • Lutz Financial Services first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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