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

Stewardship Advisors’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	$1.14M	Sell	38,623 -1,331	-3%	-$38K	0.24%	55
2026 Q1	$1.02M	Buy	39,954 +2,519	+7%	+$67.6K	0.24%	56
2025 Q4	$1.01M	Sell	37,435 -864	-2%	-$23.1K	0.23%	56
2025 Q3	$1.01M	Sell	38,299 -5,254	-12%	-$133K	0.24%	52
2025 Q2	$1.06M	Buy	43,553 +930	+2%	+$21K	0.27%	50
2025 Q1	$941K	Buy	42,623 +4,135	+11%	+$96.3K	0.25%	49
2024 Q4	$892K	Buy	38,488 +5,746	+18%	+$134K	0.25%	54
2024 Q3	$741K	Buy	+32,742	New	+$713K	0.21%	58

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

OWM

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

CST

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

Stewardship Advisors's SCHX Position: Q2 2026 in Review

Stewardship Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.3% in Q2 2026, selling an estimated $38K and leaving 38,623 shares worth $1.14M. The position accounts for 0.24% of the portfolio, ranked #55.

Stewardship Advisors first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 797 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Stewardship Advisors held 38,623 shares of Schwab US Large- Cap ETF worth $1.14M as of Q2 2026.
Stewardship Advisors sold 1,331 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $38K.
Schwab US Large- Cap ETF made up 0.24% of Stewardship Advisors's portfolio in Q2 2026, its #55 holding.
Stewardship Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
797 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.