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Sovereign Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sovereign Financial Group’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
-8,328
Closed -$214K – 403
2026
Q1 		$214K Buy
+8,328
New +$223K 0.04% 328
2025
Q4 		– Sell
-7,880
Closed -$208K – 358
2025
Q3 		$208K Sell
7,880
-700
-8% -$17.8K 0.04% 309
2025
Q2 		$210K Buy
+8,580
New +$194K 0.04% 293

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

Sovereign Financial Group's SCHX Position: Q2 2026 in Review

Sovereign Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 8,328 shares — an estimated $214K sold.

Sovereign Financial Group first reported a position in SCHX in Q2 2025 and held it in 3 quarters. The position peaked at $214K in Q1 2026. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sovereign Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sovereign Financial Group sold 8,328 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $214K.
  • Sovereign Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2025 and held it in 3 quarters.
  • Sovereign Financial Group's Schwab US Large- Cap ETF position peaked at $214K in Q1 2026.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.