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

TrueWealth 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	$782K	Sell	26,557 -3,000	-10%	-$85.7K	0.18%	111
2026 Q1	$758K	Hold	29,557	–	–	0.19%	101
2025 Q4	$795K	Sell	29,557 -200	-0.7%	-$5.34K	0.21%	92
2025 Q3	$784K	Hold	29,757	–	–	0.21%	90
2025 Q2	$727K	Hold	29,757	–	–	0.22%	81
2025 Q1	$657K	Hold	29,757	–	–	0.22%	82
2024 Q4	$690K	Hold	29,757	–	–	0.23%	84
2024 Q3	$673K	Hold	29,757	–	–	0.22%	85
2024 Q2	$637K	Buy	29,757 +7,929	+36%	+$164K	0.24%	80
2024 Q1	$452K	Hold	21,828	–	–	0.17%	100
2023 Q4	$410K	Hold	21,828	–	–	0.16%	105
2023 Q3	$368K	Hold	21,828	–	–	0.16%	104
2023 Q2	$381K	Sell	21,828 -2,400	-10%	-$39.6K	0.16%	102
2023 Q1	$391K	Hold	24,228	–	–	0.16%	95
2022 Q4	$365K	Hold	24,228	–	–	0.16%	108
2022 Q3	$342K	Sell	24,228 -2,922	-11%	-$45.8K	0.16%	100
2022 Q2	$404K	Buy	27,150 +12,825	+90%	+$208K	0.19%	98
2022 Q1	$543K	Sell	14,325 -14,325	-50%	-$254K	0.24%	84
2021 Q4	$543K	Buy	28,650 +138	+0.5%	+$2.55K	0.24%	84
2021 Q3	$494K	Sell	28,512 -408	-1%	-$7.28K	0.28%	73
2021 Q2	$501K	Hold	28,920	–	–	0.29%	67
2021 Q1	$482K	Hold	28,920	–	–	0.31%	65
2020 Q4	$445K	Buy	+28,920	New	+$414K	0.38%	51

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

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

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

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

TrueWealth Advisors's SCHX Position: Q2 2026 in Review

TrueWealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 10% in Q2 2026, selling an estimated $85.7K and leaving 26,557 shares worth $782K. The position accounts for 0.18% of the portfolio, ranked #111.

TrueWealth Advisors first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. The position peaked at $795K in Q4 2025. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

TrueWealth Advisors held 26,557 shares of Schwab US Large- Cap ETF worth $782K as of Q2 2026.
TrueWealth Advisors sold 3,000 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $85.7K.
Schwab US Large- Cap ETF made up 0.18% of TrueWealth Advisors's portfolio in Q2 2026, its #111 holding.
TrueWealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
TrueWealth Advisors's Schwab US Large- Cap ETF position peaked at $795K in Q4 2025.
522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.