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

Tobias Financial 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	$496K	Sell	16,844 -37	-0.2%	-$1.06K	0.06%	89
2026 Q1	$433K	Hold	16,881	–	–	0.06%	95
2025 Q4	$454K	Hold	16,881	–	–	0.06%	92
2025 Q3	$445K	Sell	16,881 -1	-0%	-$25	0.07%	91
2025 Q2	$413K	Buy	16,882 +1	+0%	+$23	0.07%	89
2025 Q1	$373K	Buy	16,881 +4,985	+42%	+$116K	0.07%	81
2024 Q4	$276K	Buy	11,896 +148	+1%	+$3.45K	0.06%	90
2024 Q3	$266K	Sell	11,748 -336	-3%	-$7.32K	0.05%	88
2024 Q2	$259K	Hold	12,084	–	–	0.06%	86
2024 Q1	$250K	Sell	12,084 -144	-1%	-$2.83K	0.06%	84
2023 Q4	$230K	Hold	12,228	–	–	0.06%	85
2023 Q3	$206K	Hold	12,228	–	–	0.05%	84
2023 Q2	$213K	Buy	+12,228	New	+$202K	0.06%	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

Tobias Financial Advisors's SCHX Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.22% in Q2 2026, selling an estimated $1.06K and leaving 16,844 shares worth $496K. The position accounts for 0.06% of the portfolio, ranked #89.

Tobias Financial Advisors first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Tobias Financial Advisors held 16,844 shares of Schwab US Large- Cap ETF worth $496K as of Q2 2026.
Tobias Financial Advisors sold 37 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.06K.
Schwab US Large- Cap ETF made up 0.06% of Tobias Financial Advisors's portfolio in Q2 2026, its #89 holding.
Tobias Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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