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Ogorek Anthony Joseph’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ogorek Anthony Joseph’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 		$6K Buy
227
+1
+0.4% +$29 ﹤0.01% 483
2026
Q1 		$5K Sell
226
-5,982
-96% -$160K ﹤0.01% 498
2025
Q4 		$167K Buy
6,208
+1
+0% +$27 0.05% 78
2025
Q3 		$163K Buy
6,207
+1
+0% +$25 0.05% 80
2025
Q2 		$151K Hold
6,206
– – 0.05% 77
2025
Q1 		$137K Buy
6,206
+5,983
+2,683% +$139K 0.05% 80
2024
Q4 		$5K Buy
223
+1
+0.5% +$23 ﹤0.01% 255
2024
Q3 		$5K Hold
222
– – ﹤0.01% 235
2024
Q2 		$4K Hold
222
– – ﹤0.01% 238
2024
Q1 		$4K Hold
222
– – ﹤0.01% 245
2023
Q4 		$4K Hold
222
– – ﹤0.01% 252
2023
Q3 		$3K Hold
222
– – ﹤0.01% 237
2023
Q2 		$3K Hold
222
– – ﹤0.01% 231
2023
Q1 		$3K Hold
222
– – ﹤0.01% 239
2022
Q4 		$3K Sell
222
-24
-10% -$363 ﹤0.01% 200
2022
Q3 		$3K Hold
246
– – ﹤0.01% 195
2022
Q2 		$3K Sell
246
-12
-5% -$194 ﹤0.01% 197
2022
Q1 		$4K Hold
258
– – ﹤0.01% 211
2021
Q4 		$4K Sell
258
-570
-69% -$10.5K ﹤0.01% 213
2021
Q3 		$14K Hold
828
– – 0.01% 156
2021
Q2 		$14K Hold
828
– – 0.01% 146
2021
Q1 		$13K Hold
828
– – 0.01% 139
2020
Q4 		$12K Hold
828
– – 0.01% 133
2020
Q3 		$11K Hold
828
– – 0.01% 112
2020
Q2 		$10K Hold
828
– – 0.01% 120
2020
Q1 		$8K Sell
828
-2,418
-74% -$29.4K ﹤0.01% 135
2019
Q4 		$41K Sell
3,246
-134,376
-98% -$1.65M 0.02% 47
2019
Q3 		$1.63M Sell
137,622
-3,846
-3% -$45.3K 0.97% 10
2019
Q2 		$1.65M Sell
141,468
-11,460
-7% -$132K 1.11% 10
2019
Q1 		$1.72M Buy
152,928
+8,922
+6% +$96.7K 1.14% 10
2018
Q4 		$1.43M Buy
+144,006
New +$1.55M 1.14% 10

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

Ogorek Anthony Joseph's SCHX Position: Q2 2026 in Review

Ogorek Anthony Joseph increased its Schwab US Large- Cap ETF (SCHX) stake by 0.44% in Q2 2026, buying an estimated $29 and bringing the position to 227 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Ogorek Anthony Joseph first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.72M in Q1 2019. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Ogorek Anthony Joseph held 227 shares of Schwab US Large- Cap ETF worth $6K as of Q2 2026.
  • Ogorek Anthony Joseph bought 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #483 holding.
  • Ogorek Anthony Joseph first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Ogorek Anthony Joseph's Schwab US Large- Cap ETF position peaked at $1.72M in Q1 2019.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.