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

Transamerica 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 		$18.7M Sell
634,091
-96,494
-13% -$2.76M 1.58% 7
2026
Q1 		$18.7M Sell
730,585
-82,889
-10% -$2.22M 1.6% 8
2025
Q4 		$21.9M Sell
813,474
-63,214
-7% -$1.69M 1.83% 6
2025
Q3 		$23.1M Buy
876,688
+8,420
+1% +$214K 1.92% 7
2025
Q2 		$21.2M Buy
868,268
+28,831
+3% +$652K 1.99% 6
2025
Q1 		$18.5M Buy
839,437
+24,102
+3% +$561K 1.89% 7
2024
Q4 		$18.9M Buy
815,335
+28,504
+4% +$664K 1.87% 6
2024
Q3 		$17.8M Buy
786,831
+107,802
+16% +$2.35M 1.74% 7
2024
Q2 		$14.5M Hold
679,029
– – 1.55% 10
2024
Q1 		$14M Buy
679,029
+93,165
+16% +$1.83M 1.43% 10
2023
Q4 		$11M Buy
585,864
+33,819
+6% +$594K 1.52% 14
2023
Q3 		$9.31M Buy
552,045
+130,563
+31% +$2.29M 1.26% 16
2023
Q2 		$7.36M Buy
421,482
+86,625
+26% +$1.43M 0.95% 20
2023
Q1 		$5.4M Buy
334,857
+1,233
+0.4% +$19.4K 0.71% 24
2022
Q4 		$5.02M Buy
333,624
+3,546
+1% +$53.7K 0.72% 28
2022
Q3 		$4.66M Sell
330,078
-10,791
-3% -$169K 0.69% 26
2022
Q2 		$5.08M Buy
+340,869
New +$5.52M 0.72% 22

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
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
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

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

Transamerica Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q2 2026, selling an estimated $2.76M and leaving 634,091 shares worth $18.7M. The position accounts for 1.58% of the portfolio, ranked #7.

Transamerica Financial Advisors first reported a position in SCHX in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.1M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Transamerica Financial Advisors held 634,091 shares of Schwab US Large- Cap ETF worth $18.7M as of Q2 2026.
  • Transamerica Financial Advisors sold 96,494 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.76M.
  • Schwab US Large- Cap ETF made up 1.58% of Transamerica Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Transamerica Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Transamerica Financial Advisors's Schwab US Large- Cap ETF position peaked at $23.1M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.