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

RHS Financial’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
Q3 		$1.62M Sell
54,042
-5,536
-9% -$166K 0.55% 47
2026
Q2 		$1.75M Sell
59,578
-4,704
-7% -$134K 0.71% 41
2026
Q1 		$1.65M Sell
64,282
-18,751
-23% -$503K 0.78% 33
2025
Q4 		$2.23M Sell
83,033
-4,556
-5% -$122K 1.09% 27
2025
Q3 		$2.31M Sell
87,589
-3,102
-3% -$78.8K 1.2% 27
2025
Q2 		$2.22M Sell
90,691
-24,715
-21% -$559K 1.26% 26
2025
Q1 		$2.55M Sell
115,406
-26,814
-19% -$624K 1.43% 24
2024
Q4 		$3.3M Sell
142,220
-21,751
-13% -$507K 1.71% 17
2024
Q3 		$3.71M Sell
163,971
-10,866
-6% -$237K 1.87% 16
2024
Q2 		$3.74M Buy
174,837
+3,438
+2% +$71K 2.29% 14
2024
Q1 		$3.55M Sell
171,399
-15,987
-9% -$315K 2.07% 15
2023
Q4 		$3.52M Sell
187,386
-1,341
-0.7% -$23.6K 2.23% 14
2023
Q3 		$3.18M Buy
188,727
+9,831
+5% +$172K 2.23% 16
2023
Q2 		$3.12M Buy
178,896
+2,466
+1% +$40.7K 2.29% 13
2023
Q1 		$2.84M Buy
176,430
+23,775
+16% +$374K 2.16% 16
2022
Q4 		$2.3M Sell
152,655
-3,672
-2% -$55.6K 1.83% 20
2022
Q3 		$2.21M Buy
156,327
+28,491
+22% +$447K 1.96% 16
2022
Q2 		$1.9M Buy
127,836
+31,746
+33% +$514K 1.56% 22
2022
Q1 		$1.72M Buy
96,090
+30,912
+47% +$547K 1.27% 27
2021
Q4 		$1.24M Sell
65,178
-5,496
-8% -$102K 0.86% 35
2021
Q3 		$1.22M Sell
70,674
-56,898
-45% -$1.01M 0.89% 36
2021
Q2 		$2.21M Buy
127,572
+21,618
+20% +$365K 1.65% 24
2021
Q1 		$1.7M Buy
+105,954
New +$1.66M 1.42% 23

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

RHS Financial's SCHX Position: Q3 2026 in Review

RHS Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.3% in Q3 2026, selling an estimated $166K and leaving 54,042 shares worth $1.62M. The position accounts for 0.55% of the portfolio, ranked #47.

RHS Financial first reported a position in SCHX in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.74M in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • RHS Financial held 54,042 shares of Schwab US Large- Cap ETF worth $1.62M as of Q3 2026.
  • RHS Financial sold 5,536 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $166K.
  • Schwab US Large- Cap ETF made up 0.55% of RHS Financial's portfolio in Q3 2026, its #47 holding.
  • RHS Financial first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • RHS Financial's Schwab US Large- Cap ETF position peaked at $3.74M in Q2 2024.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.