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Valley Forge Investment Consultants’s Schwab US Large- Cap ETF SCHX Stock Holding History

Valley Forge Investment Consultants’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 		$25.9M Buy
879,414
+11,009
+1% +$314K 6.67% 5
2026
Q1 		$22.3M Sell
868,405
-9,195
-1% -$247K 6.67% 4
2025
Q4 		$23.6M Sell
877,600
-8,780
-1% -$234K 6.87% 3
2025
Q3 		$23.3M Sell
886,380
-77,467
-8% -$1.97M 6.83% 3
2025
Q2 		$23.6M Buy
963,847
+58,632
+6% +$1.33M 7.55% 3
2025
Q1 		$20M Sell
905,215
-90,142
-9% -$2.1M 7.11% 3
2024
Q4 		$23.1M Sell
995,357
-27,697
-3% -$646K 7.92% 3
2024
Q3 		$23.1M Buy
1,023,054
+18,843
+2% +$411K 8.07% 3
2024
Q2 		$21.5M Buy
1,004,211
+13,377
+1% +$276K 8.14% 3
2024
Q1 		$20.5M Sell
990,834
-39,777
-4% -$783K 8% 3
2023
Q4 		$19.4M Sell
1,030,611
-188,202
-15% -$3.31M 8.62% 3
2023
Q3 		$20.6M Buy
1,218,813
+34,305
+3% +$602K 9.37% 3
2023
Q2 		$20.7M Buy
1,184,508
+1,497
+0.1% +$24.7K 10.17% 3
2023
Q1 		$19.1M Buy
1,183,011
+8,763
+0.7% +$138K 9.88% 3
2022
Q4 		$17.7M Buy
1,174,248
+117,438
+11% +$1.78M 9.32% 3
2022
Q3 		$14.9M Sell
1,056,810
-16,230
-2% -$255K 8.2% 3
2022
Q2 		$16M Buy
1,073,040
+12,276
+1% +$199K 7.97% 3
2022
Q1 		$19M Buy
1,060,764
+150,750
+17% +$2.67M 7.85% 3
2021
Q4 		$17.3M Buy
910,014
+10,458
+1% +$193K 7.64% 3
2021
Q3 		$15.6M Buy
899,556
+83,154
+10% +$1.48M 8.37% 3
2021
Q2 		$14.1M Buy
816,402
+102,990
+14% +$1.74M 7.65% 3
2021
Q1 		$11.4M Buy
713,412
+81,558
+13% +$1.28M 7.82% 3
2020
Q4 		$9.58M Buy
+631,854
New +$9.04M 8.33% 2

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

Valley Forge Investment Consultants's SCHX Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its Schwab US Large- Cap ETF (SCHX) stake by 1.3% in Q2 2026, buying an estimated $314K and bringing the position to 879,414 shares worth $25.9M. The position accounts for 6.67% of the portfolio, ranked #5.

Valley Forge Investment Consultants first reported a position in SCHX in Q4 2020 and has held it in 23 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Valley Forge Investment Consultants held 879,414 shares of Schwab US Large- Cap ETF worth $25.9M as of Q2 2026.
  • Valley Forge Investment Consultants bought 11,009 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $314K.
  • Schwab US Large- Cap ETF made up 6.67% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #5 holding.
  • Valley Forge Investment Consultants first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.