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

TCI 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	$484K	Buy	16,437 +1,514	+10%	+$43.2K	0.02%	159
2026 Q1	$383K	Buy	14,923 +40	+0.3%	+$1.07K	0.02%	172
2025 Q4	$400K	Buy	14,883 +158	+1%	+$4.22K	0.02%	165
2025 Q3	$388K	Buy	14,725 +1,450	+11%	+$36.8K	0.02%	174
2025 Q2	$324K	Sell	13,275 -469	-3%	-$10.6K	0.02%	178
2025 Q1	$303K	Sell	13,744 -319	-2%	-$7.43K	0.02%	169
2024 Q4	$326K	Sell	14,063 -11,152	-44%	-$260K	0.03%	165
2024 Q3	$570K	Buy	25,215 +4,944	+24%	+$108K	0.05%	117
2024 Q2	$434K	Sell	20,271 -138	-0.7%	-$2.85K	0.04%	134
2024 Q1	$422K	Sell	20,409 -35,238	-63%	-$694K	0.04%	136
2023 Q4	$1.05M	Buy	55,647 +135	+0.2%	+$2.37K	0.11%	73
2023 Q3	$936K	Buy	55,512 +30,174	+119%	+$529K	0.12%	72
2023 Q2	$442K	Buy	25,338 +1,743	+7%	+$28.8K	0.06%	121
2023 Q1	$380K	Sell	23,595 -9,138	-28%	-$144K	0.05%	128
2022 Q4	$493K	Sell	32,733 -2,463	-7%	-$37.3K	0.07%	101
2022 Q3	$497K	Buy	35,196 +2,199	+7%	+$34.5K	0.08%	95
2022 Q2	$491K	Buy	32,997 +672	+2%	+$10.9K	0.08%	103
2022 Q1	$580K	Sell	32,325 -1,953	-6%	-$34.6K	0.09%	93
2021 Q4	$650K	Hold	34,278	–	–	0.1%	85
2021 Q3	$594K	Buy	34,278 +6	+0%	+$107	0.09%	101
2021 Q2	$594K	Hold	34,272	–	–	0.1%	103
2021 Q1	$548K	Buy	34,272 +348	+1%	+$5.45K	0.23%	91
2020 Q4	$514K	Buy	33,924 +6	+0%	+$86	0.23%	100
2020 Q3	$456K	Buy	33,918 +6	+0%	+$80	0.18%	93
2020 Q2	$419K	Hold	33,912	–	–	0.18%	90
2020 Q1	$346K	Buy	33,912 +6	+0%	+$73	0.17%	97
2019 Q4	$434K	Buy	33,906 +12	+0%	+$147	0.17%	98
2019 Q3	$401K	Buy	33,894 +14,460	+74%	+$170K	0.18%	96
2019 Q2	$227K	Sell	19,434 -2,910	-13%	-$33.4K	0.1%	132
2019 Q1	$252K	Buy	22,344 +12,744	+133%	+$138K	0.11%	127
2018 Q4	$96K	Buy	9,600 +8,700	+967%	+$93.4K	0.05%	223
2018 Q3	$10K	Hold	900	–	–	﹤0.01%	638
2018 Q2	$10K	Sell	900 -1,488	-62%	-$16K	﹤0.01%	642
2018 Q1	$25K	Buy	+2,388	New	+$26K	0.01%	443
2017 Q2	–	Sell	-360	Closed	-$3K	–	1378
2017 Q1	$3K	Buy	+360	New	+$3.33K	﹤0.01%	861

Other funds holding SCHX

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

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

JFG

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

KBFS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

TCI Wealth Advisors's SCHX Position: Q2 2026 in Review

TCI Wealth Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q2 2026, buying an estimated $43.2K and bringing the position to 16,437 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #159.

TCI Wealth Advisors first reported a position in SCHX in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.05M in Q4 2023. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

TCI Wealth Advisors held 16,437 shares of Schwab US Large- Cap ETF worth $484K as of Q2 2026.
TCI Wealth Advisors bought 1,514 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $43.2K.
Schwab US Large- Cap ETF made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #159 holding.
TCI Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 35 quarters since.
TCI Wealth Advisors's Schwab US Large- Cap ETF position peaked at $1.05M in Q4 2023.
825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.