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Phil A. Younker & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Phil A. Younker & Associates’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 		$4.96M Buy
168,396
+31,646
+23% +$904K 3.34% 8
2026
Q1 		$3.51M Hold
136,750
– – 2.34% 8
2025
Q4 		$3.68M Hold
136,750
– – 2.57% 10
2025
Q3 		$3.6M Buy
136,750
+300
+0.2% +$7.62K 2.76% 9
2025
Q2 		$3.33M Buy
136,450
+1,000
+0.7% +$22.6K 3.29% 9
2025
Q1 		$2.99M Buy
135,450
+222
+0.2% +$5.17K 2.94% 9
2024
Q4 		$3.13M Buy
+135,228
New +$3.15M 3.13% 9

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

Phil A. Younker & Associates's SCHX Position: Q2 2026 in Review

Phil A. Younker & Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 23% in Q2 2026, buying an estimated $904K and bringing the position to 168,396 shares worth $4.96M. The position accounts for 3.34% of the portfolio, ranked #8.

Phil A. Younker & Associates first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Phil A. Younker & Associates held 168,396 shares of Schwab US Large- Cap ETF worth $4.96M as of Q2 2026.
  • Phil A. Younker & Associates bought 31,646 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $904K.
  • Schwab US Large- Cap ETF made up 3.34% of Phil A. Younker & Associates's portfolio in Q2 2026, its #8 holding.
  • Phil A. Younker & Associates first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.