SS
SCHX icon

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

Sound Stewardship’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 		$370K Buy
12,563
+969
+8% +$27.7K 0.15% 51
2026
Q1 		$297K Sell
11,594
-3,195
-22% -$85.7K 0.14% 53
2025
Q4 		$398K Buy
14,789
+381
+3% +$10.2K 0.19% 48
2025
Q3 		$380K Sell
14,408
-162
-1% -$4.11K 0.18% 50
2025
Q2 		$356K Buy
14,570
+220
+2% +$4.97K 0.18% 50
2025
Q1 		$317K Sell
14,350
-442
-3% -$10.3K 0.18% 48
2024
Q4 		$343K Buy
14,792
+20
+0.1% +$466 0.2% 47
2024
Q3 		$334K Sell
14,772
-582
-4% -$12.7K 0.19% 47
2024
Q2 		$329K Sell
15,354
-201
-1% -$4.15K 0.2% 47
2024
Q1 		$322K Sell
15,555
-18
-0.1% -$354 0.2% 49
2023
Q4 		$293K Sell
15,573
-1,068
-6% -$18.8K 0.19% 55
2023
Q3 		$281K Sell
16,641
-246
-1% -$4.32K 0.19% 55
2023
Q2 		$295K Buy
16,887
+1,233
+8% +$20.4K 0.19% 56
2023
Q1 		$252K Sell
15,654
-93
-0.6% -$1.46K 0.17% 58
2022
Q4 		$237K Buy
+15,747
New +$238K 0.18% 56

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
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
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
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Sound Stewardship's SCHX Position: Q2 2026 in Review

Sound Stewardship increased its Schwab US Large- Cap ETF (SCHX) stake by 8.4% in Q2 2026, buying an estimated $27.7K and bringing the position to 12,563 shares worth $370K. The position accounts for 0.15% of the portfolio, ranked #51.

Sound Stewardship first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. The position peaked at $398K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sound Stewardship held 12,563 shares of Schwab US Large- Cap ETF worth $370K as of Q2 2026.
  • Sound Stewardship bought 969 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $27.7K.
  • Schwab US Large- Cap ETF made up 0.15% of Sound Stewardship's portfolio in Q2 2026, its #51 holding.
  • Sound Stewardship first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Sound Stewardship's Schwab US Large- Cap ETF position peaked at $398K in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.