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

Sun Financial’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 		$2.72M Sell
89,001
-2,441
-3% -$69.7K 1.27% 21
2026
Q1 		$2.69M Buy
91,442
+1,983
+2% +$53.2K 1.35% 20
2025
Q4 		$2.41M Buy
+89,459
New +$2.39M 1.34% 19

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Moneta Group Investment Advisors
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
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 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
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Sun Financial's SCHX Position: Q2 2026 in Review

Sun Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.7% in Q2 2026, selling an estimated $69.7K and leaving 89,001 shares worth $2.72M. The position accounts for 1.27% of the portfolio, ranked #21.

Sun Financial first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,617 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Sun Financial held 89,001 shares of Schwab US Large- Cap ETF worth $2.72M as of Q2 2026.
  • Sun Financial sold 2,441 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $69.7K.
  • Schwab US Large- Cap ETF made up 1.27% of Sun Financial's portfolio in Q2 2026, its #21 holding.
  • Sun Financial first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.