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

Manchester 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	$26.6M	Sell	904,481 -53,321	-6%	-$1.52M	4.73%	6
2026 Q1	$24.6M	Buy	957,802 +38,978	+4%	+$1.05M	4.71%	5
2025 Q4	$24.7M	Sell	918,824 -12,428	-1%	-$332K	4.62%	5
2025 Q3	$24.5M	Sell	931,252 -145,317	-13%	-$3.69M	4.9%	3
2025 Q2	$26.3M	Sell	1,076,569 -154,305	-13%	-$3.49M	5.51%	4
2025 Q1	$27.2M	Sell	1,230,874 -9,540	-0.8%	-$222K	6.12%	4
2024 Q4	$28.8M	Sell	1,240,414 -2,684	-0.2%	-$62.6K	6.29%	4
2024 Q3	$28.1M	Sell	1,243,098 -20,925	-2%	-$456K	6.1%	4
2024 Q2	$27.1M	Sell	1,264,023 -15,816	-1%	-$327K	6.66%	5
2024 Q1	$26.5M	Sell	1,279,839 -62,862	-5%	-$1.24M	6.9%	4
2023 Q4	$25.2M	Sell	1,342,701 -75,042	-5%	-$1.32M	7.05%	4
2023 Q3	$23.9M	Sell	1,417,743 -69,915	-5%	-$1.23M	7.03%	5
2023 Q2	$26M	Sell	1,487,658 -35,931	-2%	-$593K	7.37%	5
2023 Q1	$24.6M	Buy	1,523,589 +77,247	+5%	+$1.22M	7.11%	4
2022 Q4	$21.8M	Sell	1,446,342 -1,230	-0.1%	-$18.6K	5.89%	5
2022 Q3	$20.4M	Buy	1,447,572 +17,997	+1%	+$282K	5.88%	5
2022 Q2	$21.3M	Sell	1,429,575 -14,016	-1%	-$227K	8.24%	2
2022 Q1	$25.9M	Buy	1,443,591 +174,795	+14%	+$3.09M	9.31%	2
2021 Q4	$24.1M	Sell	1,268,796 -14,346	-1%	-$265K	8.44%	2
2021 Q3	$22.2M	Sell	1,283,142 -75,282	-6%	-$1.34M	8.52%	3
2021 Q2	$23.5M	Buy	1,358,424 +29,478	+2%	+$497K	9.31%	2
2021 Q1	$21.3M	Buy	1,328,946 +432,084	+48%	+$6.77M	9.86%	2
2020 Q4	$13.6M	Sell	896,862 -13,836	-2%	-$198K	8.44%	2
2020 Q3	$12.2M	Buy	910,698 +230,388	+34%	+$3.06M	9.3%	3
2020 Q2	$8.4M	Sell	680,310 -12,000	-2%	-$140K	6.82%	3
2020 Q1	$7.07M	Sell	692,310 -213,702	-24%	-$2.6M	5.22%	4
2019 Q4	$11.6M	Sell	906,012 -83,244	-8%	-$1.02M	4.54%	7
2019 Q3	$11.7M	Sell	989,256 -5,148	-0.5%	-$60.7K	5.13%	7
2019 Q2	$11.6M	Sell	994,404 -121,932	-11%	-$1.4M	5.23%	6
2019 Q1	$12.6M	Buy	1,116,336 +166,200	+17%	+$1.8M	6.1%	6
2018 Q4	$9.45M	Buy	+950,136	New	+$10.2M	5.11%	5

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Manchester Financial's SCHX Position: Q2 2026 in Review

Manchester Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.6% in Q2 2026, selling an estimated $1.52M and leaving 904,481 shares worth $26.6M. The position accounts for 4.73% of the portfolio, ranked #6.

Manchester Financial first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $28.8M in Q4 2024. 809 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Manchester Financial held 904,481 shares of Schwab US Large- Cap ETF worth $26.6M as of Q2 2026.
Manchester Financial sold 53,321 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.52M.
Schwab US Large- Cap ETF made up 4.73% of Manchester Financial's portfolio in Q2 2026, its #6 holding.
Manchester Financial first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
Manchester Financial's Schwab US Large- Cap ETF position peaked at $28.8M in Q4 2024.
809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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