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Strategic Investment Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Strategic Investment Solutions’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 		$57.6K Sell
1,958
-385
-16% -$11K 0.01% 249
2026
Q1 		$60.1K Hold
2,343
– – 0.01% 238
2025
Q4 		$63K Hold
2,343
– – 0.02% 223
2025
Q3 		$61.7K Sell
2,343
-110
-4% -$2.79K 0.02% 200
2025
Q2 		$59.9K Hold
2,453
– – 0.02% 195
2025
Q1 		$54.2K Sell
2,453
-522
-18% -$12.2K 0.02% 185
2024
Q4 		$69K Sell
2,975
-55
-2% -$1.28K 0.02% 171
2024
Q3 		$68.5K Buy
3,030
+942
+45% +$20.5K 0.02% 174
2024
Q2 		$69.7K Buy
+2,088
New +$43.1K 0.02% 158
2023
Q4 		$54.7K Sell
2,907
-240,537
-99% -$4.22M 0.01% 439
2023
Q3 		$4.27M Buy
243,444
+239,583
+6,205% +$4.2M 0.05% 156
2023
Q2 		$64.1K Sell
3,861
-243
-6% -$4.01K 0.01% 271
2023
Q1 		$66.2K Buy
+4,104
New +$64.6K 0.01% 320

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 Investment Solutions's SCHX Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Schwab US Large- Cap ETF (SCHX) stake by 16% in Q2 2026, selling an estimated $11K and leaving 1,958 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #249.

Strategic Investment Solutions first reported a position in SCHX in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.27M in Q3 2023. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Strategic Investment Solutions held 1,958 shares of Schwab US Large- Cap ETF worth $57.6K as of Q2 2026.
  • Strategic Investment Solutions sold 385 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $11K.
  • Schwab US Large- Cap ETF made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #249 holding.
  • Strategic Investment Solutions first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Schwab US Large- Cap ETF position peaked at $4.27M in Q3 2023.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.