Trellis Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Trellis Wealth 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	$1M	Hold	34,128	–	–	0.34%	21
2026 Q1	$875K	Hold	34,128	–	–	0.33%	22
2025 Q4	$918K	Hold	34,128	–	–	0.36%	23
2025 Q3	$899K	Hold	34,128	–	–	0.37%	23
2025 Q2	$834K	Hold	34,128	–	–	0.36%	23
2025 Q1	$754K	Hold	34,128	–	–	0.37%	22
2024 Q4	$791K	Hold	34,128	–	–	0.4%	19
2024 Q3	$772K	Hold	34,128	–	–	0.39%	19
2024 Q2	$731K	Hold	34,128	–	–	0.4%	18
2024 Q1	$706K	Hold	34,128	–	–	0.4%	17
2023 Q4	$642K	Hold	34,128	–	–	0.35%	24
2023 Q3	$576K	Hold	34,128	–	–	0.36%	22
2023 Q2	$596K	Hold	34,128	–	–	0.4%	20
2023 Q1	$550K	Hold	34,128	–	–	0.4%	19
2022 Q4	$514K	Buy	+34,128	New	+$517K	0.44%	18

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Trellis Wealth Advisors's SCHX Position: Q2 2026 in Review

Trellis Wealth Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 34,128 shares worth $1M. The position accounts for 0.34% of the portfolio, ranked #21.

Trellis Wealth Advisors first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Trellis Wealth Advisors held 34,128 shares of Schwab US Large- Cap ETF worth $1M as of Q2 2026.
Trellis Wealth Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.34% of Trellis Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Trellis Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.