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

SYM Financial Corp’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	$218K	Sell	7,404 -633	-8%	-$18.1K	0.02%	354
2026 Q1	$206K	Hold	8,037	–	–	0.02%	309
2025 Q4	$216K	Hold	8,037	–	–	0.02%	303
2025 Q3	$212K	Sell	8,037 -1,941	-19%	-$49.3K	0.02%	308
2025 Q2	$244K	Buy	9,978 +1,770	+22%	+$40K	0.03%	262
2025 Q1	$181K	Hold	8,208	–	–	0.02%	269
2024 Q4	$190K	Hold	8,208	–	–	0.02%	241
2024 Q3	$186K	Hold	8,208	–	–	0.02%	184
2024 Q2	$176K	Sell	8,208 -2,142	-21%	-$44.3K	0.03%	162
2024 Q1	$214K	Sell	10,350 -3,000	-22%	-$59.1K	0.04%	92
2023 Q4	$251K	Sell	13,350 -1,500	-10%	-$26.3K	0.04%	83
2023 Q3	$250K	Buy	14,850 +13,224	+813%	+$232K	0.04%	81
2023 Q2	$28.4K	Buy	+1,626	New	+$26.8K	0.01%	90

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

SYM Financial Corp's SCHX Position: Q2 2026 in Review

SYM Financial Corp reduced its Schwab US Large- Cap ETF (SCHX) stake by 7.9% in Q2 2026, selling an estimated $18.1K and leaving 7,404 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #354.

SYM Financial Corp first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. The position peaked at $251K in Q4 2023. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

SYM Financial Corp held 7,404 shares of Schwab US Large- Cap ETF worth $218K as of Q2 2026.
SYM Financial Corp sold 633 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $18.1K.
Schwab US Large- Cap ETF made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #354 holding.
SYM Financial Corp first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
SYM Financial Corp's Schwab US Large- Cap ETF position peaked at $251K in Q4 2023.
1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.