Retireful LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Retireful LLC’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	–	Sell	-12,760	Closed	-$327K	–	108
2026 Q1	$327K	Buy	+12,760	New	+$342K	0.46%	67
2025 Q4	–	Sell	-83,388	Closed	-$2.2M	–	127
2025 Q3	$2.2M	Buy	+83,388	New	+$2.12M	2.12%	8
2024 Q4	–	Sell	-246,732	Closed	-$5.58M	–	147
2024 Q3	$5.58M	Sell	246,732 -26,877	-10%	-$586K	4.13%	7
2024 Q2	$5.86M	Buy	+273,609	New	+$5.65M	2.76%	5
2024 Q1	–	Sell	-80,526	Closed	-$1.51M	–	133
2023 Q4	$1.51M	Buy	+80,526	New	+$1.41M	0.66%	50

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

Retireful LLC's SCHX Position: Q2 2026 in Review

Retireful LLC sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 12,760 shares — an estimated $327K sold.

Retireful LLC first reported a position in SCHX in Q4 2023 and held it in 5 quarters. The position peaked at $5.86M in Q2 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Retireful LLC reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
Retireful LLC sold 12,760 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $327K.
Retireful LLC first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 5 quarters.
Retireful LLC's Schwab US Large- Cap ETF position peaked at $5.86M in Q2 2024.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.