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

Valued Wealth 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	$25.3K	Sell	858 -846	-50%	-$24.2K	0.01%	169
2026 Q1	$43.7K	Buy	1,704 +858	+101%	+$23K	0.02%	110
2025 Q4	$22.8K	Hold	846	–	–	0.01%	146
2025 Q3	$22.3K	Hold	846	–	–	0.01%	140
2025 Q2	$20.7K	Sell	846 -1,116	-57%	-$25.2K	0.01%	140
2025 Q1	$43.3K	Buy	+1,962	New	+$45.7K	0.03%	96

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Valued Wealth Advisors's SCHX Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 50% in Q2 2026, selling an estimated $24.2K and leaving 858 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #169.

Valued Wealth Advisors first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.7K in Q1 2026. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Valued Wealth Advisors held 858 shares of Schwab US Large- Cap ETF worth $25.3K as of Q2 2026.
Valued Wealth Advisors sold 846 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $24.2K.
Schwab US Large- Cap ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Valued Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
Valued Wealth Advisors's Schwab US Large- Cap ETF position peaked at $43.7K in Q1 2026.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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