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John Boyer, Inc.’s Schwab US Large- Cap ETF SCHX Stock Holding History

John Boyer, Inc.’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 		$4.42M Sell
150,324
-1,267
-0.8% -$36.2K 3.84% 6
2026
Q1 		$3.89M Buy
151,591
+425
+0.3% +$11.4K 3.89% 6
2025
Q4 		$4.07M Buy
151,166
+82
+0.1% +$2.19K 4.14% 6
2025
Q3 		$3.98M Buy
+151,084
New +$3.84M 3.97% 7

Other funds holding SCHX

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
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

John Boyer, Inc.'s SCHX Position: Q2 2026 in Review

John Boyer, Inc. reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.84% in Q2 2026, selling an estimated $36.2K and leaving 150,324 shares worth $4.42M. The position accounts for 3.84% of the portfolio, ranked #6.

John Boyer, Inc. first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • John Boyer, Inc. held 150,324 shares of Schwab US Large- Cap ETF worth $4.42M as of Q2 2026.
  • John Boyer, Inc. sold 1,267 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $36.2K.
  • Schwab US Large- Cap ETF made up 3.84% of John Boyer, Inc.'s portfolio in Q2 2026, its #6 holding.
  • John Boyer, Inc. first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on John Boyer, Inc.'s 13F filing for Q2 2026, filed 7 Aug 2026.