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

Mainsail 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	$425K	Buy	+14,449	New	+$413K	0.14%	59

Other funds holding SCHX

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

Mainsail Financial Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 14,449 shares worth $425K. The stake represents 0.14% of the portfolio and ranks #59 among its holdings.

762 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Mainsail Financial Group held 14,449 shares of Schwab US Large- Cap ETF worth $425K as of Q2 2026.
Schwab US Large- Cap ETF was a new Mainsail Financial Group position in Q2 2026.
Schwab US Large- Cap ETF made up 0.14% of Mainsail Financial Group's portfolio in Q2 2026, its #59 holding.
762 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.