OFS
SCHX icon

OneAscent Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

OneAscent Financial Services’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 		$347K Buy
11,790
+620
+6% +$17.7K 0.02% 458
2026
Q1 		$286K Buy
11,170
+1,643
+17% +$44.1K 0.02% 469
2025
Q4 		$256K Buy
9,527
+570
+6% +$15.2K 0.02% 390
2025
Q3 		$236K Sell
8,957
-226
-2% -$5.74K 0.02% 437
2025
Q2 		$224K Buy
+9,183
New +$208K 0.02% 490

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

OneAscent Financial Services's SCHX Position: Q2 2026 in Review

OneAscent Financial Services increased its Schwab US Large- Cap ETF (SCHX) stake by 5.6% in Q2 2026, buying an estimated $17.7K and bringing the position to 11,790 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #458.

OneAscent Financial Services first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • OneAscent Financial Services held 11,790 shares of Schwab US Large- Cap ETF worth $347K as of Q2 2026.
  • OneAscent Financial Services bought 620 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $17.7K.
  • Schwab US Large- Cap ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #458 holding.
  • OneAscent Financial Services first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.