Mason & Associates (Virginia)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mason & Associates (Virginia)’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	$752K	Hold	25,569	–	–	0.16%	26
2026 Q1	$656K	Sell	25,569 -102	-0.4%	-$2.74K	0.15%	26
2025 Q4	$691K	Sell	25,671 -2,798	-10%	-$74.7K	0.16%	23
2025 Q3	$696K	Hold	28,469	–	–	0.17%	22
2025 Q2	$696K	Sell	28,469 -112	-0.4%	-$2.53K	0.17%	22
2025 Q1	$631K	Hold	28,581	–	–	0.18%	21
2024 Q4	$663K	Hold	28,581	–	–	0.2%	21
2024 Q3	$646K	Hold	28,581	–	–	0.2%	21
2024 Q2	$612K	Buy	+28,581	New	+$591K	0.2%	21

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

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Mason & Associates (Virginia)'s SCHX Position: Q2 2026 in Review

Mason & Associates (Virginia) held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 25,569 shares worth $752K. The position accounts for 0.16% of the portfolio, ranked #26.

Mason & Associates (Virginia) first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Mason & Associates (Virginia) held 25,569 shares of Schwab US Large- Cap ETF worth $752K as of Q2 2026.
Mason & Associates (Virginia) left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.16% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #26 holding.
Mason & Associates (Virginia) first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.