SOA Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

SOA Wealth Advisors’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	–	Sell	-2,123	Closed	-$54.4K	–	939
2026 Q1	$54.4K	Buy	+2,123	New	+$56.9K	0.01%	349
2024 Q2	–	Sell	-348	Closed	-$7.2K	–	911
2024 Q1	$7.2K	Hold	348	–	–	﹤0.01%	578
2023 Q4	$6.54K	Hold	348	–	–	﹤0.01%	575
2023 Q3	$5.87K	Hold	348	–	–	﹤0.01%	594
2023 Q2	$6.08K	Hold	348	–	–	﹤0.01%	594
2023 Q1	$5.61K	Hold	348	–	–	﹤0.01%	604
2022 Q4	$5.24K	Hold	348	–	–	﹤0.01%	620
2022 Q3	$4K	Hold	348	–	–	﹤0.01%	634
2022 Q2	$5K	Hold	348	–	–	﹤0.01%	594
2022 Q1	$6K	Buy	+348	New	+$6.16K	﹤0.01%	670

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

SOA Wealth Advisors's SCHX Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 2,123 shares — an estimated $54.4K sold.

SOA Wealth Advisors first reported a position in SCHX in Q1 2022 and held it in 10 quarters. The position peaked at $54.4K in Q1 2026. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

SOA Wealth Advisors reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 2,123 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $54.4K.
SOA Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 10 quarters.
SOA Wealth Advisors's Schwab US Large- Cap ETF position peaked at $54.4K in Q1 2026.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.