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SJS Investment Consulting’s Schwab US Large- Cap ETF SCHX Stock Holding History

SJS Investment Consulting’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 		$86.4K Sell
2,937
-6
-0.2% -$171 0.01% 270
2026
Q1 		$75.5K Hold
2,943
– – 0.01% 261
2025
Q4 		$79.2K Hold
2,943
– – 0.01% 239
2025
Q3 		$77.5K Hold
2,943
– – 0.01% 212
2025
Q2 		$71.9K Sell
2,943
-156
-5% -$3.53K 0.01% 154
2025
Q1 		$68.4K Hold
3,099
– – 0.01% 167
2024
Q4 		$71.8K Hold
3,099
– – 0.01% 163
2024
Q3 		$70.1K Hold
3,099
– – 0.01% 165
2024
Q2 		$66.4K Buy
3,099
+156
+5% +$3.22K 0.01% 156
2024
Q1 		$60.9K Buy
2,943
+1,005
+52% +$19.8K 0.01% 170
2023
Q4 		$36.4K Hold
1,938
– – 0.01% 189
2023
Q3 		$32.7K Hold
1,938
– – 0.01% 194
2023
Q2 		$33.8K Hold
1,938
– – 0.01% 179
2023
Q1 		$31.2K Hold
1,938
– – 0.01% 185
2022
Q4 		$29.2K Hold
1,938
– – 0.01% 196
2022
Q3 		$27K Buy
+1,938
New +$30.4K 0.01% 211
2022
Q1 		$35K Hold
1,938
– – 0.01% 220
2021
Q4 		$37K Buy
+1,938
New +$35.8K 0.01% 199

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

SJS Investment Consulting's SCHX Position: Q2 2026 in Review

SJS Investment Consulting reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.2% in Q2 2026, selling an estimated $171 and leaving 2,937 shares worth $86.4K. The position accounts for 0.01% of the portfolio, ranked #270.

SJS Investment Consulting first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. 700 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • SJS Investment Consulting held 2,937 shares of Schwab US Large- Cap ETF worth $86.4K as of Q2 2026.
  • SJS Investment Consulting sold 6 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $171.
  • Schwab US Large- Cap ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #270 holding.
  • SJS Investment Consulting first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 700 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.