SFS
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Security Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Security Financial Services’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 		$971K Hold
32,982
– – 0.13% 96
2026
Q1 		$846K Buy
32,982
+795
+2% +$21.3K 0.13% 96
2025
Q4 		$866K Hold
32,187
– – 0.14% 95
2025
Q3 		$848K Hold
32,187
– – 0.14% 83
2025
Q2 		$787K Hold
32,187
– – 0.14% 84
2025
Q1 		$711K Hold
32,187
– – 0.14% 84
2024
Q4 		$746K Hold
32,187
– – 0.15% 84
2024
Q3 		$728K Hold
32,187
– – 0.15% 82
2024
Q2 		$689K Hold
32,187
– – 0.15% 84
2024
Q1 		$666K Hold
32,187
– – 0.15% 86
2023
Q4 		$605K Hold
32,187
– – 0.15% 88
2023
Q3 		$543K Hold
32,187
– – 0.15% 96
2023
Q2 		$562K Hold
32,187
– – 0.16% 85
2023
Q1 		$519K Hold
32,187
– – 0.16% 91
2022
Q4 		$484K Hold
32,187
– – 0.15% 96
2022
Q3 		$454K Sell
32,187
-25,947
-45% -$407K 0.15% 95
2022
Q2 		$865K Hold
58,134
– – 0.28% 67
2022
Q1 		$1.04M Hold
58,134
– – 0.33% 54
2021
Q4 		$1.1M Buy
+58,134
New +$1.07M 0.37% 52

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Security Financial Services's SCHX Position: Q2 2026 in Review

Security Financial Services held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 32,982 shares worth $971K. The position accounts for 0.13% of the portfolio, ranked #96.

Security Financial Services first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2021. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Security Financial Services held 32,982 shares of Schwab US Large- Cap ETF worth $971K as of Q2 2026.
  • Security Financial Services left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.13% of Security Financial Services's portfolio in Q2 2026, its #96 holding.
  • Security Financial Services first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Security Financial Services's Schwab US Large- Cap ETF position peaked at $1.1M in Q4 2021.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.