North Forty Two & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

North Forty Two & Co’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	$615K	Hold	20,906	–	–	0.52%	54
2026 Q1	$536K	Hold	20,906	–	–	0.5%	59
2025 Q4	$563K	Hold	20,906	–	–	0.53%	50
2025 Q3	$551K	Sell	20,906 -462	-2%	-$11.7K	0.54%	54
2025 Q2	$522K	Sell	21,368 -502	-2%	-$11.3K	0.56%	53
2025 Q1	$483K	Hold	21,870	–	–	0.53%	53
2024 Q4	$507K	Buy	+21,870	New	+$510K	0.59%	48

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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

North Forty Two & Co's SCHX Position: Q2 2026 in Review

North Forty Two & Co held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 20,906 shares worth $615K. The position accounts for 0.52% of the portfolio, ranked #54.

North Forty Two & Co first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 926 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

North Forty Two & Co held 20,906 shares of Schwab US Large- Cap ETF worth $615K as of Q2 2026.
North Forty Two & Co left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.52% of North Forty Two & Co's portfolio in Q2 2026, its #54 holding.
North Forty Two & Co first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
926 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on North Forty Two & Co's 13F filing for Q2 2026, filed 24 Jul 2026.