SFC
SCHX icon

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

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

Sprinkle Financial Consultants's SCHX Position: Q2 2026 in Review

Sprinkle Financial Consultants reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.59% in Q2 2026, selling an estimated $141K and leaving 826,262 shares worth $24.3M. The position accounts for 9.54% of the portfolio, ranked #1.

Sprinkle Financial Consultants first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $25M in Q4 2024. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sprinkle Financial Consultants held 826,262 shares of Schwab US Large- Cap ETF worth $24.3M as of Q2 2026.
  • Sprinkle Financial Consultants sold 4,928 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $141K.
  • Schwab US Large- Cap ETF made up 9.54% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #1 holding.
  • Sprinkle Financial Consultants first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Sprinkle Financial Consultants's Schwab US Large- Cap ETF position peaked at $25M in Q4 2024.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.