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

Morris Financial Concepts’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 		$41.8M Sell
1,421,890
-43,563
-3% -$1.24M 12.83% 2
2026
Q1 		$37.6M Buy
1,465,453
+41,888
+3% +$1.12M 12.76% 2
2025
Q4 		$38.3M Buy
1,423,565
+45,019
+3% +$1.2M 13.42% 2
2025
Q3 		$36.3M Buy
1,378,546
+51,305
+4% +$1.3M 13.12% 2
2025
Q2 		$32.4M Sell
1,327,241
-50,558
-4% -$1.14M 12.88% 2
2025
Q1 		$30.4M Buy
1,377,799
+10,098
+0.7% +$235K 12.77% 2
2024
Q4 		$31.7M Sell
1,367,701
-3,128
-0.2% -$72.9K 13.59% 2
2024
Q3 		$31M Sell
1,370,829
-25,887
-2% -$564K 13.32% 2
2024
Q2 		$29.9M Buy
1,396,716
+108,435
+8% +$2.24M 14.32% 2
2024
Q1 		$26.7M Buy
1,288,281
+114,294
+10% +$2.25M 13.64% 2
2023
Q4 		$22.1M Buy
1,173,987
+20,277
+2% +$356K 12.6% 2
2023
Q3 		$19.5M Sell
1,153,710
-111
-0% -$1.95K 12.93% 1
2023
Q2 		$20.1M Buy
1,153,821
+23,718
+2% +$392K 13.02% 1
2023
Q1 		$18.2M Buy
1,130,103
+48,285
+4% +$760K 12.84% 1
2022
Q4 		$16.3M Buy
1,081,818
+46,293
+4% +$701K 13.15% 1
2022
Q3 		$14.6M Buy
1,035,525
+777
+0.1% +$12.2K 15.13% 1
2022
Q2 		$15.4M Buy
1,034,748
+13,653
+1% +$221K 14.65% 1
2022
Q1 		$18.3M Buy
1,021,095
+11,805
+1% +$209K 15.28% 1
2021
Q4 		$19.1M Buy
+1,009,290
New +$18.6M 15.97% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Morris Financial Concepts's SCHX Position: Q2 2026 in Review

Morris Financial Concepts reduced its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q2 2026, selling an estimated $1.24M and leaving 1,421,890 shares worth $41.8M. The position accounts for 12.83% of the portfolio, ranked #2.

Morris Financial Concepts first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Morris Financial Concepts held 1,421,890 shares of Schwab US Large- Cap ETF worth $41.8M as of Q2 2026.
  • Morris Financial Concepts sold 43,563 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.24M.
  • Schwab US Large- Cap ETF made up 12.83% of Morris Financial Concepts's portfolio in Q2 2026, its #2 holding.
  • Morris Financial Concepts first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.