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

Nations Financial Group’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 		$14.4M Buy
490,607
+19,519
+4% +$557K 0.69% 23
2026
Q1 		$12.1M Buy
471,088
+30,382
+7% +$815K 0.62% 28
2025
Q4 		$11.9M Buy
440,706
+216,944
+97% +$5.79M 0.62% 25
2025
Q3 		$5.89M Buy
223,762
+210,611
+1,601% +$5.35M 0.37% 65
2025
Q2 		$321K Sell
13,151
-127
-1% -$2.87K 0.02% 551
2025
Q1 		$293K Sell
13,278
-4,077
-23% -$94.9K 0.02% 539
2024
Q4 		$402K Sell
17,355
-5,958
-26% -$139K 0.03% 497
2024
Q3 		$527K Sell
23,313
-1,335
-5% -$29.1K 0.04% 420
2024
Q2 		$528K Sell
24,648
-2,904
-11% -$60K 0.04% 391
2024
Q1 		$570K Sell
27,552
-6,960
-20% -$137K 0.05% 375
2023
Q4 		$649K Sell
34,512
-4,434
-11% -$77.9K 0.06% 323
2023
Q3 		$657K Sell
38,946
-375
-1% -$6.58K 0.07% 303
2023
Q2 		$686K Sell
39,321
-43,647
-53% -$721K 0.07% 303
2023
Q1 		$1.34M Sell
82,968
-1,122
-1% -$17.7K 0.14% 174
2022
Q4 		$1.27M Buy
84,090
+45
+0.1% +$681 0.14% 179
2022
Q3 		$1.19M Buy
84,045
+768
+0.9% +$12.1K 0.17% 146
2022
Q2 		$1.24M Buy
83,277
+2,283
+3% +$37K 0.17% 148
2022
Q1 		$1.45M Sell
80,994
-18
-0% -$319 0.17% 139
2021
Q4 		$1.54M Sell
81,012
-8,160
-9% -$151K 0.2% 121
2021
Q3 		$1.55M Buy
89,172
+804
+0.9% +$14.3K 0.23% 106
2021
Q2 		$1.53M Sell
88,368
-2,910
-3% -$49.1K 0.26% 97
2021
Q1 		$1.46M Sell
91,278
-1,800
-2% -$28.2K 0.33% 72
2020
Q4 		$1.41M Buy
93,078
+900
+1% +$12.9K 0.37% 69
2020
Q3 		$1.24M Sell
92,178
-1,320
-1% -$17.5K 0.38% 67
2020
Q2 		$1.16M Hold
93,498
– – 0.41% 64
2020
Q1 		$954K Buy
93,498
+2,154
+2% +$26.2K 0.41% 69
2019
Q4 		$1.17M Sell
91,344
-4,842
-5% -$59.3K 0.4% 66
2019
Q3 		$1.16M Buy
96,186
+3,600
+4% +$42.4K 0.42% 63
2019
Q2 		$1.08M Buy
92,586
+5,664
+7% +$65.1K 0.72% 28
2019
Q1 		$979K Buy
86,922
+1,902
+2% +$20.6K 0.67% 34
2018
Q4 		$846K Buy
85,020
+5,304
+7% +$56.9K 0.68% 33
2018
Q3 		$924K Buy
79,716
+1,686
+2% +$19.2K 0.66% 33
2018
Q2 		$845K Buy
78,030
+14,316
+22% +$154K 0.71% 31
2018
Q1 		$670K Buy
63,714
+7,818
+14% +$85K 0.61% 44
2017
Q4 		$594K Buy
55,896
+1,890
+3% +$19.6K 0.54% 55
2017
Q3 		$540K Buy
54,006
+8,460
+19% +$83K 0.52% 56
2017
Q2 		$448K Buy
45,546
+8,586
+23% +$81.9K 0.37% 82
2017
Q1 		$347K Buy
+36,960
New +$342K 0.34% 91

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
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
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

Nations Financial Group's SCHX Position: Q2 2026 in Review

Nations Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 4.1% in Q2 2026, buying an estimated $557K and bringing the position to 490,607 shares worth $14.4M. The position accounts for 0.69% of the portfolio, ranked #23.

Nations Financial Group first reported a position in SCHX in Q1 2017 and has held it in 38 quarters since. 531 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Nations Financial Group held 490,607 shares of Schwab US Large- Cap ETF worth $14.4M as of Q2 2026.
  • Nations Financial Group bought 19,519 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $557K.
  • Schwab US Large- Cap ETF made up 0.69% of Nations Financial Group's portfolio in Q2 2026, its #23 holding.
  • Nations Financial Group first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • 531 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.