Sprinkle Financial Consultants’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sprinkle Financial Consultants’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	$24.3M	Sell	826,262 -4,928	-0.6%	-$141K	9.54%	1
2026 Q1	$21.3M	Sell	831,190 -6,669	-0.8%	-$179K	9.83%	1
2025 Q4	$22.5M	Sell	837,859 -37,500	-4%	-$1M	11.45%	1
2025 Q3	$23.1M	Buy	875,359 +942	+0.1%	+$23.9K	12.87%	1
2025 Q2	$21.4M	Sell	874,417 -156,096	-15%	-$3.53M	13.06%	1
2025 Q1	$22.8M	Sell	1,030,513 -46,024	-4%	-$1.07M	14.44%	1
2024 Q4	$25M	Sell	1,076,537 -1,774	-0.2%	-$41.3K	16.99%	1
2024 Q3	$24.4M	Sell	1,078,311 -324	-0%	-$7.06K	17.43%	1
2024 Q2	$23.1M	Buy	1,078,635 +675	+0.1%	+$13.9K	18.21%	1
2024 Q1	$22.3M	Sell	1,077,960 -6,870	-0.6%	-$135K	19.04%	1
2023 Q4	$20.4M	Buy	+1,084,830	New	+$19.1M	20.76%	1

Other funds holding SCHX

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return