May Barnhard Investments’s Schwab US Large- Cap ETF SCHX Stock Holding History

May Barnhard Investments’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	$15.3M	Sell	520,828 -5,778	-1%	-$165K	6.2%	1
2026 Q1	$13.5M	Sell	526,606 -20,110	-4%	-$539K	6.55%	1
2025 Q4	$14.7M	Sell	546,716 -35,652	-6%	-$952K	6.95%	1
2025 Q3	$15.3M	Sell	582,368 -35,453	-6%	-$900K	7.11%	1
2025 Q2	$15.1M	Sell	617,821 -1,917	-0.3%	-$43.3K	7.05%	1
2025 Q1	$13.7M	Buy	619,738 +865	+0.1%	+$20.1K	6.83%	1
2024 Q4	$14.3M	Buy	618,873 +19,311	+3%	+$450K	6.82%	1
2024 Q3	$13.6M	Buy	599,562 +552	+0.1%	+$12K	6.62%	1
2024 Q2	$12.8M	Sell	599,010 -27,303	-4%	-$564K	6.62%	1
2024 Q1	$13M	Sell	626,313 -210	-0%	-$4.13K	6.49%	1
2023 Q4	$11.8M	Buy	+626,523	New	+$11M	6.06%	2

Other funds holding SCHX

SFG

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

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

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

May Barnhard Investments's SCHX Position: Q2 2026 in Review

May Barnhard Investments reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q2 2026, selling an estimated $165K and leaving 520,828 shares worth $15.3M. The position accounts for 6.2% of the portfolio, ranked #1.

May Barnhard Investments first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.3M in Q3 2025. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

May Barnhard Investments held 520,828 shares of Schwab US Large- Cap ETF worth $15.3M as of Q2 2026.
May Barnhard Investments sold 5,778 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $165K.
Schwab US Large- Cap ETF made up 6.2% of May Barnhard Investments's portfolio in Q2 2026, its #1 holding.
May Barnhard Investments first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's Schwab US Large- Cap ETF position peaked at $15.3M in Q3 2025.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.