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Sound Income Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sound Income Strategies’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
-4,411
Closed -$114K – 2055
2026
Q1 		$114K Buy
4,411
+1
+0% +$27 0.01% 558
2025
Q4 		$121K Hold
4,410
– – 0.01% 538
2025
Q3 		$117K Sell
4,410
-2,187
-33% -$55.5K 0.01% 382
2025
Q2 		$161K Sell
6,597
-4,471
-40% -$101K 0.01% 312
2025
Q1 		$244K Buy
11,068
+2,786
+34% +$64.9K 0.01% 254
2024
Q4 		$192K Buy
8,282
+5,780
+231% +$135K 0.01% 257
2024
Q3 		$56.6K Buy
+2,502
New +$54.5K ﹤0.01% 428
2024
Q2 		– Sell
-378
Closed -$7.82K – 1472
2024
Q1 		$7.82K Sell
378
-336
-47% -$6.62K ﹤0.01% 819
2023
Q4 		$13.4K Sell
714
-5,616
-89% -$98.6K ﹤0.01% 671
2023
Q3 		$107K Hold
6,330
– – 0.01% 201
2023
Q2 		$111K Sell
6,330
-1,419
-18% -$23.4K 0.01% 199
2023
Q1 		$125K Sell
7,749
-102
-1% -$1.6K 0.01% 178
2022
Q4 		$118K Buy
7,851
+1,071
+16% +$16.2K 0.02% 179
2022
Q3 		$96K Hold
6,780
– – 0.01% 174
2022
Q2 		$101K Hold
6,780
– – 0.01% 169
2022
Q1 		$122K Buy
+6,780
New +$120K 0.01% 159
2021
Q2 		– Sell
-1,878
Closed -$30.1K – 1019
2021
Q1 		$30.1K Buy
+1,878
New +$29.4K 0.01% 300
2020
Q1 		– Sell
-48
Closed -$1K – 866
2019
Q4 		$1K Buy
+48
New +$588 ﹤0.01% 659
2019
Q3 		– Sell
-456
Closed -$5K – 753
2019
Q2 		$5K Buy
+456
New +$5.24K ﹤0.01% 449

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Sound Income Strategies's SCHX Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 4,411 shares — an estimated $114K sold.

Sound Income Strategies first reported a position in SCHX in Q2 2019 and held it in 19 quarters. The position peaked at $244K in Q1 2025. 1,345 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 4,411 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $114K.
  • Sound Income Strategies first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 19 quarters.
  • Sound Income Strategies's Schwab US Large- Cap ETF position peaked at $244K in Q1 2025.
  • 1,345 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.