Traphagen Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Traphagen Investment 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	$3.3M	Buy	112,180 +294	+0.3%	+$8.39K	0.24%	42
2026 Q1	$2.87M	Buy	111,886 +325	+0.3%	+$8.72K	0.23%	43
2025 Q4	$3M	Sell	111,561 -16,838	-13%	-$450K	0.25%	37
2025 Q3	$3.38M	Buy	128,399 +17,710	+16%	+$450K	0.29%	36
2025 Q2	$2.71M	Buy	110,689 +326	+0.3%	+$7.37K	0.26%	36
2025 Q1	$2.44M	Buy	110,363 +338	+0.3%	+$7.87K	0.25%	37
2024 Q4	$2.55M	Buy	110,025 +363	+0.3%	+$8.46K	0.26%	37
2024 Q3	$2.48M	Buy	109,662 +693	+0.6%	+$15.1K	0.25%	35
2024 Q2	$2.33M	Hold	108,969	–	–	0.25%	40
2024 Q1	$2.25M	Sell	108,969 -2,631	-2%	-$51.8K	0.24%	41
2023 Q4	$2.1M	Buy	111,600 +3,444	+3%	+$60.5K	0.25%	38
2023 Q3	$1.82M	Buy	108,156 +411	+0.4%	+$7.21K	0.23%	35
2023 Q2	$1.88M	Buy	+107,745	New	+$1.78M	0.24%	40

Other funds holding SCHX

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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Traphagen Investment Advisors's SCHX Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $8.39K and bringing the position to 112,180 shares worth $3.3M. The position accounts for 0.24% of the portfolio, ranked #42.

Traphagen Investment Advisors first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.38M in Q3 2025. 288 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Traphagen Investment Advisors held 112,180 shares of Schwab US Large- Cap ETF worth $3.3M as of Q2 2026.
Traphagen Investment Advisors bought 294 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $8.39K.
Schwab US Large- Cap ETF made up 0.24% of Traphagen Investment Advisors's portfolio in Q2 2026, its #42 holding.
Traphagen Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
Traphagen Investment Advisors's Schwab US Large- Cap ETF position peaked at $3.38M in Q3 2025.
288 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.