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

Unify 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 		$1.19M Sell
40,363
-1,184
-3% -$33.8K 1.1% 26
2026
Q1 		$1.07M Sell
41,547
-912
-2% -$24.5K 1.11% 24
2025
Q4 		$1.14M Buy
+42,459
New +$1.13M 1.19% 23

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
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
SAM
Standpoint Asset Management Scottsdale, Arizona $477M AUM 21.39% 1-Year Est. Return

Unify Financial Advisors's SCHX Position: Q2 2026 in Review

Unify Financial Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q2 2026, selling an estimated $33.8K and leaving 40,363 shares worth $1.19M. The position accounts for 1.1% of the portfolio, ranked #26.

Unify Financial Advisors first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 509 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Unify Financial Advisors held 40,363 shares of Schwab US Large- Cap ETF worth $1.19M as of Q2 2026.
  • Unify Financial Advisors sold 1,184 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $33.8K.
  • Schwab US Large- Cap ETF made up 1.1% of Unify Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Unify Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 509 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.