Total Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Total Investment Management’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	$337K	Buy	11,443 +1,003	+10%	+$28.6K	0.04%	58
2026 Q1	$268K	Buy	10,440 +22	+0.2%	+$590	0.03%	63
2025 Q4	$280K	Buy	10,418 +23	+0.2%	+$614	0.04%	63
2025 Q3	$274K	Buy	10,395 +2,773	+36%	+$70.4K	0.04%	60
2025 Q2	$186K	Buy	+7,622	New	+$172K	0.03%	82
2025 Q1	–	Sell	-13,510	Closed	-$313K	–	80
2024 Q4	$313K	Buy	13,510 +28	+0.2%	+$653	0.04%	54
2024 Q3	$305K	Buy	+13,482	New	+$294K	0.03%	50
2021 Q2	–	Sell	-144,930	Closed	-$1.48M	–	75
2021 Q1	$1.48M	Buy	+144,930	New	+$2.27M	0.42%	20
2020 Q2	–	Sell	-144,930	Closed	-$1.48M	–	59
2020 Q1	$1.48M	Sell	144,930 -10,686	-7%	-$130K	0.42%	20
2019 Q4	$1.99M	Sell	155,616 -4,446,564	-97%	-$54.5M	0.38%	19
2019 Q3	$54.4M	Buy	4,602,180 +2,755,548	+149%	+$32.5M	11.03%	2
2019 Q2	$21.2M	Buy	1,846,632 +71,064	+4%	+$816K	4.83%	9
2019 Q1	$19.9M	Sell	1,775,568 -12,804	-0.7%	-$139K	4.78%	9
2018 Q4	$19.4M	Buy	1,788,372 +11,970	+0.7%	+$128K	6.15%	7
2018 Q3	$20.6M	Buy	1,776,402 +48,444	+3%	+$551K	4.55%	9
2018 Q2	$18.7M	Buy	1,727,958 +7,596	+0.4%	+$81.9K	4.32%	9
2018 Q1	$18.1M	Buy	1,720,362 +13,818	+0.8%	+$150K	4.52%	10
2017 Q4	$18.1M	Sell	1,706,544 -75,738	-4%	-$785K	5.35%	8
2017 Q3	$17.8M	Buy	1,782,282 +91,596	+5%	+$899K	6.15%	7
2017 Q2	$16.3M	Sell	1,690,686 -8,898	-0.5%	-$84.9K	5.38%	8
2017 Q1	$15.9M	Sell	1,699,584 -2,947,302	-63%	-$27.2M	5.34%	8
2016 Q4	$41.2M	Buy	+4,646,886	New	+$40.4M	13.44%	2

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

Total Investment Management's SCHX Position: Q2 2026 in Review

Total Investment Management increased its Schwab US Large- Cap ETF (SCHX) stake by 9.6% in Q2 2026, buying an estimated $28.6K and bringing the position to 11,443 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #58.

Total Investment Management first reported a position in SCHX in Q4 2016 and has held it in 22 quarters since. The position peaked at $54.4M in Q3 2019. 868 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Total Investment Management held 11,443 shares of Schwab US Large- Cap ETF worth $337K as of Q2 2026.
Total Investment Management bought 1,003 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $28.6K.
Schwab US Large- Cap ETF made up 0.04% of Total Investment Management's portfolio in Q2 2026, its #58 holding.
Total Investment Management first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 22 quarters since.
Total Investment Management's Schwab US Large- Cap ETF position peaked at $54.4M in Q3 2019.
868 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.