NHC
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Nicholas Hoffman & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Nicholas Hoffman & Company’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 		$3.53M Buy
119,918
+211
+0.2% +$6.03K 0.07% 57
2026
Q1 		$3.07M Buy
119,707
+532
+0.4% +$14.3K 0.07% 60
2025
Q4 		$3.21M Buy
119,175
+1,411
+1% +$37.7K 0.07% 57
2025
Q3 		$3.1M Buy
117,764
+177
+0.2% +$4.5K 0.08% 58
2025
Q2 		$2.87M Buy
117,587
+374
+0.3% +$8.46K 0.07% 57
2025
Q1 		$2.59M Buy
117,213
+939
+0.8% +$21.9K 0.1% 59
2024
Q4 		$2.7M Buy
116,274
+144
+0.1% +$3.36K 0.11% 51
2024
Q3 		$2.63M Buy
116,130
+618
+0.5% +$13.5K 0.11% 53
2024
Q2 		$2.47M Sell
115,512
-114
-0.1% -$2.36K 0.12% 55
2024
Q1 		$2.39M Buy
115,626
+222
+0.2% +$4.37K 0.12% 56
2023
Q4 		$2.17M Buy
115,404
+366
+0.3% +$6.43K 0.13% 58
2023
Q3 		$1.94M Buy
115,038
+819
+0.7% +$14.4K 0.14% 58
2023
Q2 		$1.99M Buy
114,219
+246
+0.2% +$4.06K 0.08% 59
2023
Q1 		$1.84M Buy
113,973
+1,893
+2% +$29.8K 0.17% 64
2022
Q4 		$1.69M Sell
112,080
-32,223
-22% -$488K 0.18% 66
2022
Q3 		$2.04M Buy
144,303
+34,686
+32% +$544K 0.1% 44
2022
Q2 		$1.63M Buy
109,617
+93,450
+578% +$1.51M 0.08% 60
2022
Q1 		$290K Sell
16,167
-1,461
-8% -$25.9K 0.01% 232
2021
Q4 		$334K Buy
17,628
+36
+0.2% +$665 0.01% 212
2021
Q3 		$305K Buy
17,592
+1,398
+9% +$24.9K 0.05% 218
2021
Q2 		$281K Buy
16,194
+30
+0.2% +$506 0.05% 219
2021
Q1 		$259K Sell
16,164
-2,712
-14% -$42.5K 0.05% 217
2020
Q4 		$286K Sell
18,876
-732
-4% -$10.5K 0.07% 185
2020
Q3 		$263K Buy
19,608
+78
+0.4% +$1.04K 0.07% 165
2020
Q2 		$241K Buy
+19,530
New +$228K 0.07% 173
2020
Q1 		– Sell
-17,640
Closed -$226K – 205
2019
Q4 		$226K Buy
17,640
+84
+0.5% +$1.03K 0.06% 183
2019
Q3 		$208K Buy
+17,556
New +$207K 0.06% 183
2018
Q4 		– Sell
-19,002
Closed -$220K – 194
2018
Q3 		$220K Buy
19,002
+24
+0.1% +$273 0.07% 173
2018
Q2 		$206K Buy
+18,978
New +$205K 0.08% 163

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Nicholas Hoffman & Company's SCHX Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its Schwab US Large- Cap ETF (SCHX) stake by 0.18% in Q2 2026, buying an estimated $6.03K and bringing the position to 119,918 shares worth $3.53M. The position accounts for 0.07% of the portfolio, ranked #57.

Nicholas Hoffman & Company first reported a position in SCHX in Q2 2018 and has held it in 29 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Nicholas Hoffman & Company held 119,918 shares of Schwab US Large- Cap ETF worth $3.53M as of Q2 2026.
  • Nicholas Hoffman & Company bought 211 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.03K.
  • Schwab US Large- Cap ETF made up 0.07% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #57 holding.
  • Nicholas Hoffman & Company first reported a position in Schwab US Large- Cap ETF in Q2 2018 and has held it in 29 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.