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

Team Financial Group’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	-999	Closed	-$25.6K	–	214
2026 Q1	$25.6K	Buy	999 +3	+0.3%	+$80	0.01%	150
2025 Q4	$26.8K	Buy	996 +3	+0.3%	+$80	0.01%	143
2025 Q3	$26.2K	Buy	993 +3	+0.3%	+$76	0.01%	133
2025 Q2	$24.2K	Buy	+990	New	+$22.4K	0.01%	124
2024 Q1	–	Sell	-972	Closed	-$18.3K	–	175
2023 Q4	$18.3K	Buy	972 +3	+0.3%	+$53	0.01%	96
2023 Q3	$16.3K	Buy	+969	New	+$17K	0.01%	99

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

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

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Team Financial Group's SCHX Position: Q2 2026 in Review

Team Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 999 shares — an estimated $25.6K sold.

Team Financial Group first reported a position in SCHX in Q3 2023 and held it in 6 quarters. The position peaked at $26.8K in Q4 2025. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Team Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 999 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $25.6K.
Team Financial Group first reported a position in Schwab US Large- Cap ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's Schwab US Large- Cap ETF position peaked at $26.8K in Q4 2025.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.