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

Ulland 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	$1.26M	Sell	42,952 -1,525	-3%	-$43.5K	0.93%	24
2026 Q1	$1.14M	Sell	44,477 -960	-2%	-$25.8K	0.98%	24
2025 Q4	$1.22M	Sell	45,437 -2,876	-6%	-$76.8K	0.98%	24
2025 Q3	$1.27M	Sell	48,313 -290	-0.6%	-$7.36K	0.96%	23
2025 Q2	$1.19M	Sell	48,603 -3,520	-7%	-$79.6K	0.91%	27
2025 Q1	$1.15M	Sell	52,123 -1,614	-3%	-$37.6K	0.96%	26
2024 Q4	$1.25M	Sell	53,737 -2,918	-5%	-$68K	0.79%	23
2024 Q3	$1.28M	Sell	56,655 -3,171	-5%	-$69.1K	0.94%	24
2024 Q2	$1.28M	Sell	59,826 -2,145	-3%	-$44.3K	0.89%	25
2024 Q1	$1.28M	Sell	61,971 -2,475	-4%	-$48.7K	1.02%	24
2023 Q4	$1.21M	Sell	64,446 -7,800	-11%	-$137K	1.22%	20
2023 Q3	$1.22M	Sell	72,246 -213	-0.3%	-$3.74K	1.34%	20
2023 Q2	$1.26M	Sell	72,459 -1,020	-1%	-$16.8K	1.3%	21
2023 Q1	$1.19M	Sell	73,479 -8,049	-10%	-$127K	1.39%	19
2022 Q4	$1.23M	Sell	81,528 -26,760	-25%	-$405K	1.47%	20
2022 Q3	$1.53M	Sell	108,288 -3,630	-3%	-$57K	1.67%	23
2022 Q2	$1.67M	Sell	111,918 -30,618	-21%	-$496K	1.71%	21
2022 Q1	$2.56M	Sell	142,536 -13,932	-9%	-$247K	1.92%	19
2021 Q4	$2.97M	Buy	+156,468	New	+$2.89M	1.89%	19

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

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

Ulland Investment Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.4% in Q2 2026, selling an estimated $43.5K and leaving 42,952 shares worth $1.26M. The position accounts for 0.93% of the portfolio, ranked #24.

Ulland Investment Advisors first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.97M in Q4 2021. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Ulland Investment Advisors held 42,952 shares of Schwab US Large- Cap ETF worth $1.26M as of Q2 2026.
Ulland Investment Advisors sold 1,525 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $43.5K.
Schwab US Large- Cap ETF made up 0.93% of Ulland Investment Advisors's portfolio in Q2 2026, its #24 holding.
Ulland Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Schwab US Large- Cap ETF position peaked at $2.97M in Q4 2021.
316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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