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

RTD Financial Advisors’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 		$10.4M Sell
352,571
-1,704
-0.5% -$48.7K 1.13% 30
2026
Q1 		$9.08M Sell
354,275
-2,861
-0.8% -$76.7K 1.12% 32
2025
Q4 		$9.61M Sell
357,136
-19,788
-5% -$528K 1.17% 32
2025
Q3 		$9.93M Sell
376,924
-9,711
-3% -$247K 1.19% 30
2025
Q2 		$9.45M Sell
386,635
-19,092
-5% -$432K 1.21% 30
2025
Q1 		$8.96M Sell
405,727
-9,234
-2% -$215K 1.2% 24
2024
Q4 		$9.62M Buy
414,961
+15,838
+4% +$369K 1.23% 26
2024
Q3 		$9.03M Sell
399,123
-5,676
-1% -$124K 1.14% 29
2024
Q2 		$8.67M Sell
404,799
-5,334
-1% -$110K 1.17% 26
2024
Q1 		$8.48M Sell
410,133
-498
-0.1% -$9.8K 1.14% 28
2023
Q4 		$7.72M Sell
410,631
-9,768
-2% -$172K 1.08% 30
2023
Q3 		$7.09M Sell
420,399
-14,016
-3% -$246K 1.08% 30
2023
Q2 		$7.58M Buy
434,415
+924
+0.2% +$15.3K 1.1% 28
2023
Q1 		$6.99M Sell
433,491
-7,884
-2% -$124K 1.08% 30
2022
Q4 		$6.64M Sell
441,375
-9,426
-2% -$143K 1.08% 30
2022
Q3 		$6.36M Sell
450,801
-2,466
-0.5% -$38.7K 1.17% 23
2022
Q2 		$6.75M Sell
453,267
-10,428
-2% -$169K 1.04% 29
2022
Q1 		$8.32M Sell
463,695
-13,257
-3% -$235K 1.12% 24
2021
Q4 		$9.05M Buy
+476,952
New +$8.81M 1.18% 21

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

RTD Financial Advisors's SCHX Position: Q2 2026 in Review

RTD Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.48% in Q2 2026, selling an estimated $48.7K and leaving 352,571 shares worth $10.4M. The position accounts for 1.13% of the portfolio, ranked #30.

RTD Financial Advisors first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. 754 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • RTD Financial Advisors held 352,571 shares of Schwab US Large- Cap ETF worth $10.4M as of Q2 2026.
  • RTD Financial Advisors sold 1,704 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $48.7K.
  • Schwab US Large- Cap ETF made up 1.13% of RTD Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • RTD Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 754 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.