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

Summit Financial Strategies’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	$4.72M	Buy	160,333 +1,839	+1%	+$52.5K	0.33%	27
2026 Q1	$4.06M	Buy	158,494 +276	+0.2%	+$7.4K	0.32%	31
2025 Q4	$4.26M	Hold	158,218	–	–	0.35%	30
2025 Q3	$4.17M	Buy	158,218 +65	+0%	+$1.65K	0.36%	29
2025 Q2	$3.87M	Sell	158,153 -483	-0.3%	-$10.9K	0.36%	28
2025 Q1	$3.5M	Sell	158,636 -299	-0.2%	-$6.96K	0.35%	28
2024 Q4	$3.68M	Sell	158,935 -1,613	-1%	-$37.6K	0.41%	29
2024 Q3	$3.63M	Sell	160,548 -15,369	-9%	-$335K	0.41%	28
2024 Q2	$3.77M	Sell	175,917 -165	-0.1%	-$3.41K	0.47%	26
2024 Q1	$3.64M	Sell	176,082 -1,839	-1%	-$36.2K	0.51%	26
2023 Q4	$3.34M	Sell	177,921 -174	-0.1%	-$3.06K	0.51%	26
2023 Q3	$3M	Sell	178,095 -381	-0.2%	-$6.68K	0.57%	22
2023 Q2	$3.12M	Sell	178,476 -10,263	-5%	-$169K	0.58%	22
2023 Q1	$3.04M	Hold	188,739	–	–	0.6%	22
2022 Q4	$2.84M	Sell	188,739 -5,277	-3%	-$79.9K	0.61%	21
2022 Q3	$2.74M	Hold	194,016	–	–	0.65%	19
2022 Q2	$2.89M	Sell	194,016 -5,124	-3%	-$83K	0.68%	18
2022 Q1	$3.58M	Buy	199,140 +3,408	+2%	+$60.3K	0.72%	17
2021 Q4	$3.71M	Hold	195,732	–	–	0.72%	16
2021 Q3	$3.39M	Sell	195,732 -948	-0.5%	-$16.9K	0.65%	18
2021 Q2	$3.41M	Buy	196,680 +55,200	+39%	+$931K	0.68%	17
2021 Q1	$1.96M	Buy	141,480 +258	+0.2%	+$4.04K	0.7%	15
2020 Q4	$2.14M	Sell	141,222 -15,090	-10%	-$216K	0.74%	15
2020 Q3	$2.1M	Hold	156,312	–	–	0.86%	15
2020 Q2	$1.93M	Buy	156,312 +47,796	+44%	+$557K	0.86%	14
2020 Q1	$1.11M	Buy	108,516 +36,672	+51%	+$445K	0.6%	18
2019 Q4	$920K	Buy	71,844 +24,078	+50%	+$295K	0.45%	19
2019 Q3	$565K	Hold	47,766	–	–	0.27%	24
2019 Q2	$559K	Sell	47,766 -6,708	-12%	-$77.1K	0.27%	26
2019 Q1	$578K	Sell	54,474 -59,988	-52%	-$650K	0.29%	23
2018 Q4	$1.14M	Buy	+114,462	New	+$1.23M	0.64%	14
2016 Q1	–	Sell	-80,376	Closed	-$651K	–	48
2015 Q4	$651K	Buy	+80,376	New	+$655K	0.51%	19

Other funds holding SCHX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Summit Financial Strategies increased its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q2 2026, buying an estimated $52.5K and bringing the position to 160,333 shares worth $4.72M. The position accounts for 0.33% of the portfolio, ranked #27.

Summit Financial Strategies first reported a position in SCHX in Q4 2015 and has held it in 32 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Summit Financial Strategies held 160,333 shares of Schwab US Large- Cap ETF worth $4.72M as of Q2 2026.
Summit Financial Strategies bought 1,839 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $52.5K.
Schwab US Large- Cap ETF made up 0.33% of Summit Financial Strategies's portfolio in Q2 2026, its #27 holding.
Summit Financial Strategies first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 32 quarters since.
1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.