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Summit Financial Consulting’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summit Financial Consulting’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 		$14.8M Sell
502,683
-209,989
-29% -$6M 10.04% 3
2026
Q1 		$18.3M Buy
712,672
+438,870
+160% +$11.8M 13.08% 3
2025
Q4 		$7.37M Buy
273,802
+22,548
+9% +$602K 5.35% 8
2025
Q3 		$6.62M Buy
+251,254
New +$6.38M 5.28% 9
2025
Q2 		– Sell
-251,227
Closed -$5.55M – 47
2025
Q1 		$5.55M Buy
+251,227
New +$5.85M 5.15% 7

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

Summit Financial Consulting's SCHX Position: Q2 2026 in Review

Summit Financial Consulting reduced its Schwab US Large- Cap ETF (SCHX) stake by 29% in Q2 2026, selling an estimated $6M and leaving 502,683 shares worth $14.8M. The position accounts for 10.04% of the portfolio, ranked #3.

Summit Financial Consulting first reported a position in SCHX in Q1 2025 and has held it in 5 quarters since. The position peaked at $18.3M in Q1 2026. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Summit Financial Consulting held 502,683 shares of Schwab US Large- Cap ETF worth $14.8M as of Q2 2026.
  • Summit Financial Consulting sold 209,989 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6M.
  • Schwab US Large- Cap ETF made up 10.04% of Summit Financial Consulting's portfolio in Q2 2026, its #3 holding.
  • Summit Financial Consulting first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial Consulting's Schwab US Large- Cap ETF position peaked at $18.3M in Q1 2026.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.