Orcam Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Orcam Financial Group’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	$1.72M	Buy	58,582 +14,633	+33%	+$418K	0.84%	24
2026 Q1	$1.13M	Buy	43,949 +2,224	+5%	+$59.7K	0.8%	20
2025 Q4	$1.12M	Buy	41,725 +5	+0%	+$134	0.84%	22
2025 Q3	$1.1M	Buy	41,720 +4	+0%	+$102	0.89%	21
2025 Q2	$1.02M	Buy	41,716 +5	+0%	+$113	0.89%	23
2025 Q1	$921K	Buy	41,711 +305	+0.7%	+$7.1K	0.86%	24
2024 Q4	$960K	Buy	41,406 +6	+0%	+$140	0.93%	24
2024 Q3	$936K	Buy	41,400 +9	+0%	+$196	0.91%	23
2024 Q2	$886K	Hold	41,391	–	–	0.95%	22
2024 Q1	$856K	Buy	41,391 +6	+0%	+$118	0.94%	24
2023 Q4	$778K	Buy	41,385 +6	+0%	+$105	0.95%	22
2023 Q3	$698K	Buy	41,379 +6	+0%	+$105	0.94%	21
2023 Q2	$722K	Buy	41,373 +6	+0%	+$99	0.99%	22
2023 Q1	$667K	Buy	41,367 +6	+0%	+$94	0.93%	20
2022 Q4	$622K	Buy	41,361 +9	+0%	+$136	0.96%	20
2022 Q3	$584K	Buy	41,352 +6	+0%	+$94	0.99%	17
2022 Q2	$616K	Buy	41,346 +6	+0%	+$97	0.99%	17
2022 Q1	$742K	Hold	41,340	–	–	1.06%	16
2021 Q4	$784K	Buy	+41,340	New	+$764K	1.07%	16

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

Orcam Financial Group's SCHX Position: Q2 2026 in Review

Orcam Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 33% in Q2 2026, buying an estimated $418K and bringing the position to 58,582 shares worth $1.72M. The position accounts for 0.84% of the portfolio, ranked #24.

Orcam Financial Group first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Orcam Financial Group held 58,582 shares of Schwab US Large- Cap ETF worth $1.72M as of Q2 2026.
Orcam Financial Group bought 14,633 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $418K.
Schwab US Large- Cap ETF made up 0.84% of Orcam Financial Group's portfolio in Q2 2026, its #24 holding.
Orcam Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.