SFG
SCHX icon

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

SageGuard Financial Group’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 		$255K Buy
8,656
+22
+0.3% +$628 0.04% 183
2026
Q1 		$221K Sell
8,634
-9,065
-51% -$243K 0.03% 181
2025
Q4 		$476K Buy
+17,699
New +$473K 0.08% 122

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

SageGuard Financial Group's SCHX Position: Q2 2026 in Review

SageGuard Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q2 2026, buying an estimated $628 and bringing the position to 8,656 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #183.

SageGuard Financial Group first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. The position peaked at $476K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • SageGuard Financial Group held 8,656 shares of Schwab US Large- Cap ETF worth $255K as of Q2 2026.
  • SageGuard Financial Group bought 22 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $628.
  • Schwab US Large- Cap ETF made up 0.04% of SageGuard Financial Group's portfolio in Q2 2026, its #183 holding.
  • SageGuard Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Schwab US Large- Cap ETF position peaked at $476K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.