Signal Tree Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Signal Tree Financial Partners’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	$471K	Hold	15,999	–	–	0.31%	29
2026 Q1	$410K	Sell	15,999 -1,476	-8%	-$39.6K	0.31%	29
2025 Q4	$470K	Buy	17,475 +300	+2%	+$8.01K	0.36%	31
2025 Q3	$454K	Sell	17,175 -154	-0.9%	-$3.91K	0.36%	31
2025 Q2	$424K	Sell	17,329 -278	-2%	-$6.29K	0.36%	29
2025 Q1	$389K	Hold	17,607	–	–	0.39%	27
2024 Q4	$408K	Buy	+17,607	New	+$410K	0.48%	27

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Signal Tree Financial Partners's SCHX Position: Q2 2026 in Review

Signal Tree Financial Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 15,999 shares worth $471K. The position accounts for 0.31% of the portfolio, ranked #29.

Signal Tree Financial Partners 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.

Signal Tree Financial Partners held 15,999 shares of Schwab US Large- Cap ETF worth $471K as of Q2 2026.
Signal Tree Financial Partners left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.31% of Signal Tree Financial Partners's portfolio in Q2 2026, its #29 holding.
Signal Tree Financial Partners 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 Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.