Northern Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Northern Financial Advisors’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	$438K	Sell	14,882 -674	-4%	-$19.2K	0.29%	84
2026 Q1	$399K	Buy	15,556 +7,836	+102%	+$210K	0.29%	86
2025 Q4	$208K	Sell	7,720 -6,723	-47%	-$180K	0.24%	88
2025 Q3	$380K	Buy	14,443 +422	+3%	+$10.7K	0.2%	96
2025 Q2	$343K	Buy	14,021 +165	+1%	+$3.73K	0.26%	86
2025 Q1	$306K	Buy	13,856 +575	+4%	+$13.4K	0.25%	85
2024 Q4	$308K	Sell	13,281 -2,616	-16%	-$61K	0.25%	91
2024 Q3	$360K	Buy	15,897 +318	+2%	+$6.93K	0.27%	86
2024 Q2	$334K	Sell	15,579 -3,384	-18%	-$69.9K	0.27%	88
2024 Q1	$392K	Sell	18,963 -6,927	-27%	-$136K	0.31%	87
2023 Q4	$487K	Buy	+25,890	New	+$455K	0.41%	76

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Northern Financial Advisors's SCHX Position: Q2 2026 in Review

Northern Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.3% in Q2 2026, selling an estimated $19.2K and leaving 14,882 shares worth $438K. The position accounts for 0.29% of the portfolio, ranked #84.

Northern Financial Advisors first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $487K in Q4 2023. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Northern Financial Advisors held 14,882 shares of Schwab US Large- Cap ETF worth $438K as of Q2 2026.
Northern Financial Advisors sold 674 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $19.2K.
Schwab US Large- Cap ETF made up 0.29% of Northern Financial Advisors's portfolio in Q2 2026, its #84 holding.
Northern Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Northern Financial Advisors's Schwab US Large- Cap ETF position peaked at $487K in Q4 2023.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.