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

True Link 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 		$244K Buy
8,297
+3,373
+69% +$96.3K 0.01% 93
2026
Q1 		$126K Buy
+4,924
New +$132K 0.01% 127
2021
Q2 		– Sell
-300
Closed -$5K – 740
2021
Q1 		$5K Hold
300
– – ﹤0.01% 639
2020
Q4 		$5K Buy
+300
New +$4.29K ﹤0.01% 655

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

True Link Financial Advisors's SCHX Position: Q2 2026 in Review

True Link Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 69% in Q2 2026, buying an estimated $96.3K and bringing the position to 8,297 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #93.

True Link Financial Advisors first reported a position in SCHX in Q4 2020 and has held it in 4 quarters since. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • True Link Financial Advisors held 8,297 shares of Schwab US Large- Cap ETF worth $244K as of Q2 2026.
  • True Link Financial Advisors bought 3,373 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $96.3K.
  • Schwab US Large- Cap ETF made up 0.01% of True Link Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • True Link Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.