Stordahl Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stordahl Capital Management’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	$2.45M	Sell	83,388 -954	-1%	-$27.2K	0.45%	20
2026 Q1	$2.16M	Sell	84,342 -2,211	-3%	-$59.3K	0.45%	20
2025 Q4	$2.33M	Sell	86,553 -18,872	-18%	-$504K	0.48%	19
2025 Q3	$2.78M	Sell	105,425 -3,262	-3%	-$82.8K	0.58%	19
2025 Q2	$2.66M	Sell	108,687 -682	-0.6%	-$15.4K	0.59%	18
2025 Q1	$2.41M	Sell	109,369 -3,089	-3%	-$71.9K	0.57%	18
2024 Q4	$2.61M	Sell	112,458 -1,125	-1%	-$26.2K	0.62%	18
2024 Q3	$2.55M	Sell	113,583 -1,503	-1%	-$32.7K	0.61%	18
2024 Q2	$2.46M	Sell	115,086 -1,803	-2%	-$37.3K	0.62%	18
2024 Q1	$2.42M	Sell	116,889 -3,471	-3%	-$68.3K	0.61%	19
2023 Q4	$2.26M	Sell	120,360 -5,217	-4%	-$91.6K	0.62%	19
2023 Q3	$2.12M	Sell	125,577 -2,388	-2%	-$41.9K	0.64%	18
2023 Q2	$2.23M	Sell	127,965 -1,050	-0.8%	-$17.3K	0.64%	18
2023 Q1	$2.08M	Sell	129,015 -405	-0.3%	-$6.37K	0.63%	19
2022 Q4	$1.95M	Hold	129,420	–	–	0.64%	20
2022 Q3	$1.83M	Sell	129,420 -645	-0.5%	-$10.1K	0.66%	19
2022 Q2	$1.94M	Sell	130,065 -2,625	-2%	-$42.5K	0.73%	18
2022 Q1	$2.38M	Sell	132,690 -2,940	-2%	-$52K	0.88%	15
2021 Q4	$2.57M	Sell	135,630 -6,444	-5%	-$119K	0.96%	15
2021 Q3	$2.46M	Sell	142,074 -2,628	-2%	-$46.9K	0.98%	16
2021 Q2	$2.51M	Sell	144,702 -2,688	-2%	-$45.4K	1.02%	16
2021 Q1	$2.36M	Sell	147,390 -50,106	-25%	-$785K	0.99%	17
2020 Q4	$2.99M	Sell	197,496 -2,124	-1%	-$30.4K	1.36%	14
2020 Q3	$2.68M	Sell	199,620 -2,070	-1%	-$27.5K	1.39%	14
2020 Q2	$2.49M	Sell	201,690 -4,116	-2%	-$48K	1.38%	13
2020 Q1	$2.02M	Sell	205,806 -27,762	-12%	-$337K	1.25%	15
2019 Q4	$2.99M	Buy	233,568 +378	+0.2%	+$4.63K	1.21%	18
2019 Q3	$2.76M	Buy	233,190 +2,826	+1%	+$33.3K	1.1%	18
2019 Q2	$2.75M	Sell	230,364 -3,180	-1%	-$36.5K	1.07%	18
2019 Q1	$2.7M	Buy	233,544 +35,040	+18%	+$380K	1.1%	18
2018 Q4	$1.98M	Buy	+198,504	New	+$2.13M	0.97%	19

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Stordahl Capital Management's SCHX Position: Q2 2026 in Review

Stordahl Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q2 2026, selling an estimated $27.2K and leaving 83,388 shares worth $2.45M. The position accounts for 0.45% of the portfolio, ranked #20.

Stordahl Capital Management first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.99M in Q4 2020. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Stordahl Capital Management held 83,388 shares of Schwab US Large- Cap ETF worth $2.45M as of Q2 2026.
Stordahl Capital Management sold 954 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $27.2K.
Schwab US Large- Cap ETF made up 0.45% of Stordahl Capital Management's portfolio in Q2 2026, its #20 holding.
Stordahl Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
Stordahl Capital Management's Schwab US Large- Cap ETF position peaked at $2.99M in Q4 2020.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.