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

Summit Financial Wealth Advisors’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	$321K	Buy	10,893 +689	+7%	+$19.7K	0.04%	167
2026 Q1	$262K	Buy	10,204 +239	+2%	+$6.41K	0.04%	165
2025 Q4	$268K	Buy	9,965 +185	+2%	+$4.94K	0.04%	156
2025 Q3	$259K	Buy	9,780 +315	+3%	+$8K	0.04%	156
2025 Q2	$231K	Buy	+9,465	New	+$214K	0.04%	154
2019 Q3	–	Sell	-23,274	Closed	-$272K	–	152
2019 Q2	$272K	Hold	23,274	–	–	0.07%	127
2019 Q1	$266K	Sell	23,274 -1,080	-4%	-$11.7K	0.07%	111
2018 Q4	$242K	Buy	24,354 +672	+3%	+$7.21K	0.08%	111
2018 Q3	$258K	Buy	23,682 +3,222	+16%	+$36.6K	0.08%	118
2018 Q2	$215K	Hold	20,460	–	–	0.07%	122
2018 Q1	$215K	Buy	+20,460	New	+$223K	0.07%	131

Other funds holding SCHX

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Summit Financial Wealth Advisors's SCHX Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 6.8% in Q2 2026, buying an estimated $19.7K and bringing the position to 10,893 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #167.

Summit Financial Wealth Advisors first reported a position in SCHX in Q1 2018 and has held it in 11 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Summit Financial Wealth Advisors held 10,893 shares of Schwab US Large- Cap ETF worth $321K as of Q2 2026.
Summit Financial Wealth Advisors bought 689 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $19.7K.
Schwab US Large- Cap ETF made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Summit Financial Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 11 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.