RF&L Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

RF&L Wealth Management’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	$589K	Hold	20,001	–	–	0.4%	35
2026 Q1	$513K	Buy	20,001 +40	+0.2%	+$1.07K	0.38%	35
2025 Q4	$537K	Buy	19,961 +75	+0.4%	+$2K	0.3%	48
2025 Q3	$524K	Hold	19,886	–	–	0.31%	45
2025 Q2	$486K	Buy	19,886 +2,450	+14%	+$55.4K	0.31%	44
2025 Q1	$385K	Buy	17,436 +6	+0%	+$140	0.28%	45
2024 Q4	$404K	Hold	17,430	–	–	0.29%	44
2024 Q3	$394K	Hold	17,430	–	–	0.28%	46
2024 Q2	$373K	Hold	17,430	–	–	0.28%	44
2024 Q1	$361K	Hold	17,430	–	–	0.28%	45
2023 Q4	$328K	Hold	17,430	–	–	0.27%	46
2023 Q3	$294K	Hold	17,430	–	–	0.27%	48
2023 Q2	$304K	Hold	17,430	–	–	0.28%	47
2023 Q1	$281K	Buy	17,430 +150	+0.9%	+$2.36K	0.27%	47
2022 Q4	$260K	Buy	+17,280	New	+$262K	0.27%	45

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

RF&L Wealth Management's SCHX Position: Q2 2026 in Review

RF&L Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 20,001 shares worth $589K. The position accounts for 0.4% of the portfolio, ranked #35.

RF&L Wealth Management first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

RF&L Wealth Management held 20,001 shares of Schwab US Large- Cap ETF worth $589K as of Q2 2026.
RF&L Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.4% of RF&L Wealth Management's portfolio in Q2 2026, its #35 holding.
RF&L Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.