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

Symphony 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 		– Sell
-11,102
Closed -$285K – 388
2026
Q1 		$285K Sell
11,102
-738
-6% -$19.8K 0.04% 241
2025
Q4 		$319K Buy
11,840
+2,702
+30% +$72.2K 0.04% 218
2025
Q3 		$241K Buy
9,138
+9,114
+37,975% +$231K 0.03% 247
2025
Q2 		$223K Sell
24
-18,252
-100% -$413K 0.03% 237
2025
Q1 		$414K Buy
18,276
+9,138
+100% +$213K 0.24% 68
2024
Q4 		$212K Buy
+9,138
New +$213K 0.03% 216
2024
Q2 		– Sell
-11,700
Closed -$242K – 221
2024
Q1 		$242K Buy
+11,700
New +$230K 0.06% 165

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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Symphony Financial's SCHX Position: Q2 2026 in Review

Symphony Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 11,102 shares — an estimated $285K sold.

Symphony Financial first reported a position in SCHX in Q1 2024 and held it in 7 quarters. The position peaked at $414K in Q1 2025. 1,431 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Symphony Financial reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Symphony Financial sold 11,102 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $285K.
  • Symphony Financial first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 7 quarters.
  • Symphony Financial's Schwab US Large- Cap ETF position peaked at $414K in Q1 2025.
  • 1,431 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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