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Outbound Financial Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Outbound Financial Inc’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 		$263K Buy
+8,941
New +$255K 0.17% 45
2025
Q4 		– Sell
-11,664
Closed -$307K – 42
2025
Q3 		$307K Hold
11,664
– – 0.25% 39
2025
Q2 		$285K Buy
+11,664
New +$264K 0.26% 40

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Outbound Financial Inc's SCHX Position: Q2 2026 in Review

Outbound Financial Inc opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 8,941 shares worth $263K. The stake represents 0.17% of the portfolio and ranks #45 among its holdings. This is a return to the name: Outbound Financial Inc previously reported a position in SCHX as recently as Q3 2025.

Outbound Financial Inc first reported a position in SCHX in Q2 2025 and has held it in 3 quarters since. The position peaked at $307K in Q3 2025. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Outbound Financial Inc held 8,941 shares of Schwab US Large- Cap ETF worth $263K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Outbound Financial Inc position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.17% of Outbound Financial Inc's portfolio in Q2 2026, its #45 holding.
  • Outbound Financial Inc first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • Outbound Financial Inc's Schwab US Large- Cap ETF position peaked at $307K in Q3 2025.
  • 468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.