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Moody Lynn & Lieberson’s Schwab US Large- Cap ETF SCHX Stock Holding History

Moody Lynn & Lieberson’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 		$219K Buy
+7,458
New +$213K 0.01% 248
2026
Q1 		– Sell
-7,502
Closed -$202K – 262
2025
Q4 		$202K Buy
+7,502
New +$200K 0.01% 258

Other funds holding SCHX

SFG
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
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
FC
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

Moody Lynn & Lieberson's SCHX Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,458 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in SCHX as recently as Q4 2025.

Moody Lynn & Lieberson first reported a position in SCHX in Q4 2025 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Moody Lynn & Lieberson held 7,458 shares of Schwab US Large- Cap ETF worth $219K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Moody Lynn & Lieberson position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #248 holding.
  • Moody Lynn & Lieberson first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 798 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.