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TS Financial Group (TSFG)’s Schwab US Large- Cap ETF SCHX Stock Holding History

TS Financial Group (TSFG)’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 		$60K Hold
2,025
– – 0.01% 344
2026
Q1 		$52K Hold
2,025
– – 0.01% 341
2025
Q4 		$54K Hold
2,025
– – 0.01% 327
2025
Q3 		$53K Hold
2,025
– – 0.01% 332
2025
Q2 		$49K Hold
2,025
– – 0.01% 333
2025
Q1 		$45K Hold
2,025
– – 0.01% 332
2024
Q4 		$47K Hold
2,025
– – 0.01% 299
2024
Q3 		$46K Hold
2,025
– – 0.01% 303
2024
Q2 		$43K Hold
2,025
– – 0.01% 290
2024
Q1 		$42K Sell
2,025
-102
-5% -$2.01K 0.01% 293
2023
Q4 		$40K Sell
2,127
-2,781
-57% -$48.8K 0.01% 317
2023
Q3 		$83K Buy
4,908
+12
+0.2% +$211 0.03% 225
2023
Q2 		$85K Buy
4,896
+9
+0.2% +$149 0.03% 210
2023
Q1 		$79K Buy
4,887
+12
+0.2% +$189 0.03% 221
2022
Q4 		$73K Buy
4,875
+12
+0.2% +$182 0.03% 231
2022
Q3 		$69K Buy
4,863
+2,049
+73% +$32.1K 0.03% 224
2022
Q2 		$42K Buy
2,814
+2,328
+479% +$37.7K 0.02% 307
2022
Q1 		$9K Hold
486
– – ﹤0.01% 563
2021
Q4 		$9K Buy
486
+6
+1% +$111 ﹤0.01% 589
2021
Q3 		$8K Hold
480
– – ﹤0.01% 598
2021
Q2 		$8K Buy
480
+378
+371% +$6.38K ﹤0.01% 594
2021
Q1 		$2K Hold
102
– – ﹤0.01% 686
2020
Q4 		$2K Hold
102
– – ﹤0.01% 757
2020
Q3 		$1K Hold
102
– – ﹤0.01% 782
2020
Q2 		$1K Hold
102
– – ﹤0.01% 799
2020
Q1 		$1K Hold
102
– – ﹤0.01% 769
2019
Q4 		$1K Hold
102
– – ﹤0.01% 767
2019
Q3 		$1K Hold
102
– – ﹤0.01% 753
2019
Q2 		$1K Hold
102
– – ﹤0.01% 726
2019
Q1 		$1K Buy
+102
New +$1.1K ﹤0.01% 729

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

TS Financial Group (TSFG)'s SCHX Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 2,025 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #344.

TS Financial Group (TSFG) first reported a position in SCHX in Q1 2019 and has held it in 30 quarters since. The position peaked at $85K in Q2 2023. 741 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • TS Financial Group (TSFG) held 2,025 shares of Schwab US Large- Cap ETF worth $60K as of Q2 2026.
  • TS Financial Group (TSFG) left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #344 holding.
  • TS Financial Group (TSFG) first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s Schwab US Large- Cap ETF position peaked at $85K in Q2 2023.
  • 741 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.