SFS
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Strategic Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Strategic Financial Services’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 		$226K Buy
+7,691
New +$220K 0.01% 147
2026
Q1 		– Sell
-7,691
Closed -$210K – 160
2025
Q4 		$210K Hold
7,691
– – 0.01% 142
2025
Q3 		$203K Buy
+7,691
New +$195K 0.01% 142
2020
Q1 		– Sell
-544,992
Closed -$6.98M – 137
2019
Q4 		$6.98M Sell
544,992
-47,496
-8% -$582K 0.8% 27
2019
Q3 		$7M Buy
592,488
+9,276
+2% +$109K 0.9% 29
2019
Q2 		$6.82M Buy
583,212
+28,974
+5% +$333K 0.9% 24
2019
Q1 		$6.25M Sell
554,238
-1,152
-0.2% -$12.5K 0.86% 30
2018
Q4 		$5.53M Sell
555,390
-43,350
-7% -$465K 0.86% 28
2018
Q3 		$6.94M Buy
598,740
+4,272
+0.7% +$48.6K 1.03% 17
2018
Q2 		$6.44M Buy
+594,468
New +$6.41M 0.99% 16
2018
Q1 		– Sell
-634,278
Closed -$6.74M – 117
2017
Q4 		$6.74M Sell
634,278
-43,674
-6% -$452K 1.07% 13
2017
Q3 		$6.78M Buy
677,952
+23,376
+4% +$229K 1.12% 13
2017
Q2 		$6.3M Buy
654,576
+55,806
+9% +$532K 1.1% 12
2017
Q1 		$5.62M Buy
598,770
+107,340
+22% +$992K 1.02% 15
2016
Q4 		$4.36M Buy
491,430
+296,340
+152% +$2.57M 0.84% 26
2016
Q3 		$1.68M Buy
+195,090
New +$1.67M 0.33% 92

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

Strategic Financial Services's SCHX Position: Q2 2026 in Review

Strategic Financial Services opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,691 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #147 among its holdings. This is a return to the name: Strategic Financial Services previously reported a position in SCHX as recently as Q4 2025.

Strategic Financial Services first reported a position in SCHX in Q3 2016 and has held it in 16 quarters since. The position peaked at $7M in Q3 2019. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Strategic Financial Services held 7,691 shares of Schwab US Large- Cap ETF worth $226K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Strategic Financial Services position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Strategic Financial Services's portfolio in Q2 2026, its #147 holding.
  • Strategic Financial Services first reported a position in Schwab US Large- Cap ETF in Q3 2016 and has held it in 16 quarters since.
  • Strategic Financial Services's Schwab US Large- Cap ETF position peaked at $7M in Q3 2019.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.