SF
SCHX icon

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

Seros 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
Q2 		$5.49M Buy
186,668
+25,052
+16% +$715K 2.86% 11
2026
Q1 		$4.14M Buy
161,616
+35,597
+28% +$955K 2.64% 13
2025
Q4 		$3.39M Buy
126,019
+37,154
+42% +$992K 1.99% 15
2025
Q3 		$2.34M Buy
88,865
+4,209
+5% +$107K 1.42% 17
2025
Q2 		$2.07M Buy
84,656
+8,763
+12% +$198K 1.31% 16
2025
Q1 		$1.68M Buy
75,893
+38,887
+105% +$905K 1.25% 16
2024
Q4 		$2.38M Buy
+37,006
New +$862K 2.14% 13

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

Seros Financial's SCHX Position: Q2 2026 in Review

Seros Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, buying an estimated $715K and bringing the position to 186,668 shares worth $5.49M. The position accounts for 2.86% of the portfolio, ranked #11.

Seros Financial first reported a position in SCHX in Q4 2024 and has held it in 7 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Seros Financial held 186,668 shares of Schwab US Large- Cap ETF worth $5.49M as of Q2 2026.
  • Seros Financial bought 25,052 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $715K.
  • Schwab US Large- Cap ETF made up 2.86% of Seros Financial's portfolio in Q2 2026, its #11 holding.
  • Seros Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.