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Sharkey, Howes & Javer’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sharkey, Howes & Javer’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 		$3.89M Sell
132,159
-5,588
-4% -$160K 0.47% 34
2026
Q1 		$3.53M Sell
137,747
-4,735
-3% -$127K 0.48% 36
2025
Q4 		$3.83M Sell
142,482
-7,644
-5% -$204K 0.49% 35
2025
Q3 		$3.95M Sell
150,126
-2,324
-2% -$59K 0.51% 38
2025
Q2 		$3.73M Sell
152,450
-7,871
-5% -$178K 0.5% 39
2025
Q1 		$3.54M Sell
160,321
-10,214
-6% -$238K 0.51% 41
2024
Q4 		$3.95M Sell
170,535
-4,797
-3% -$112K 0.56% 33
2024
Q3 		$3.97M Sell
175,332
-14,241
-8% -$310K 0.56% 30
2024
Q2 		$4.06M Sell
189,573
-5,121
-3% -$106K 0.66% 27
2024
Q1 		$4.03M Sell
194,694
-27,144
-12% -$534K 0.66% 26
2023
Q4 		$4.17M Sell
221,838
-15,270
-6% -$268K 0.74% 28
2023
Q3 		$4M Sell
237,108
-50,772
-18% -$891K 0.77% 30
2023
Q2 		$5.03M Sell
287,880
-22,164
-7% -$366K 0.95% 21
2023
Q1 		$5M Buy
310,044
+3,201
+1% +$50.4K 1.07% 20
2022
Q4 		$4.62M Sell
306,843
-124,284
-29% -$1.88M 1.06% 20
2022
Q3 		$6.09M Sell
431,127
-20,640
-5% -$324K 1.33% 18
2022
Q2 		$6.72M Buy
451,767
+84,390
+23% +$1.37M 1.63% 12
2022
Q1 		$6.59M Sell
367,377
-50,355
-12% -$891K 1.51% 17
2021
Q4 		$7.92M Sell
417,732
-49,230
-11% -$909K 1.79% 16
2021
Q3 		$8.1M Sell
466,962
-22,434
-5% -$400K 2.09% 15
2021
Q2 		$8.48M Sell
489,396
-71,208
-13% -$1.2M 2.25% 14
2021
Q1 		$8.97M Sell
560,604
-135,786
-19% -$2.13M 2.81% 12
2020
Q4 		$10.6M Sell
696,390
-15,714
-2% -$225K 3.52% 9
2020
Q3 		$9.57M Sell
712,104
-4,002
-0.6% -$53.2K 3.64% 8
2020
Q2 		$8.84M Sell
716,106
-147,246
-17% -$1.72M 3.91% 8
2020
Q1 		$8.81M Sell
863,352
-21,156
-2% -$257K 4.59% 4
2019
Q4 		$11.3M Sell
884,508
-1,577,052
-64% -$19.3M 4.79% 5
2019
Q3 		$29.1M Buy
2,461,560
+139,104
+6% +$1.64M 12.55% 2
2019
Q2 		$27.2M Sell
2,322,456
-564,792
-20% -$6.49M 12.33% 2
2019
Q1 		$32.5M Buy
2,887,248
+623,478
+28% +$6.76M 15.17% 1
2018
Q4 		$22.5M Buy
2,263,770
+793,584
+54% +$8.52M 14.67% 3
2018
Q3 		$17M Buy
1,470,186
+30,180
+2% +$343K 8.91% 5
2018
Q2 		$15.6M Buy
1,440,006
+160,020
+13% +$1.73M 8.65% 5
2018
Q1 		$13.5M Buy
1,279,986
+24,870
+2% +$270K 7.6% 5
2017
Q4 		$13.3M Sell
1,255,116
-518,514
-29% -$5.37M 7.79% 5
2017
Q3 		$18M Buy
1,773,630
+80,400
+5% +$789K 9.48% 5
2017
Q2 		$16.3M Sell
1,693,230
-84,498
-5% -$806K 9.2% 5
2017
Q1 		$16.7M Buy
1,777,728
+1,673,514
+1,606% +$15.5M 8.82% 4
2016
Q4 		$925K Buy
104,214
+64,620
+163% +$561K 0.56% 14
2016
Q3 		$341K Hold
39,594
– – 0.21% 26
2016
Q2 		$328K Sell
39,594
-504
-1% -$4.14K 0.2% 26
2016
Q1 		$326K Sell
40,098
-84,984
-68% -$656K 0.24% 28
2015
Q4 		$1.01M Buy
125,082
+198
+0.2% +$1.61K 0.71% 15
2015
Q3 		$980K Buy
+124,884
New +$1.01M 0.76% 14
2015
Q2 		– Sell
-210,924
Closed -$1.74M – 248
2015
Q1 		$1.74M Buy
+210,924
New +$1.74M 1.12% 13

Other funds holding SCHX

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
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Sharkey, Howes & Javer's SCHX Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.1% in Q2 2026, selling an estimated $160K and leaving 132,159 shares worth $3.89M. The position accounts for 0.47% of the portfolio, ranked #34.

Sharkey, Howes & Javer first reported a position in SCHX in Q1 2015 and has held it in 45 quarters since. The position peaked at $32.5M in Q1 2019. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sharkey, Howes & Javer held 132,159 shares of Schwab US Large- Cap ETF worth $3.89M as of Q2 2026.
  • Sharkey, Howes & Javer sold 5,588 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $160K.
  • Schwab US Large- Cap ETF made up 0.47% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #34 holding.
  • Sharkey, Howes & Javer first reported a position in Schwab US Large- Cap ETF in Q1 2015 and has held it in 45 quarters since.
  • Sharkey, Howes & Javer's Schwab US Large- Cap ETF position peaked at $32.5M in Q1 2019.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.