VAF
SCHX icon

Values Added Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Values Added Financial’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 		$4.57M Sell
155,258
-3,065
-2% -$87.5K 1.65% 17
2026
Q1 		$4.06M Buy
158,323
+605
+0.4% +$16.2K 1.71% 17
2025
Q4 		$4.24M Sell
157,718
-839
-0.5% -$22.4K 1.79% 15
2025
Q3 		$4.18M Sell
158,557
-9,613
-6% -$244K 1.86% 14
2025
Q2 		$4.11M Buy
168,170
+39,296
+30% +$888K 1.99% 13
2025
Q1 		$2.85M Sell
128,874
-928
-0.7% -$21.6K 1.58% 17
2024
Q4 		$3.01M Sell
129,802
-1,295
-1% -$30.2K 1.74% 17
2024
Q3 		$2.96M Buy
131,097
+858
+0.7% +$18.7K 1.87% 17
2024
Q2 		$2.79M Buy
130,239
+10,644
+9% +$220K 2.01% 16
2024
Q1 		$2.47M Sell
119,595
-2,097
-2% -$41.3K 1.93% 15
2023
Q4 		$2.29M Sell
121,692
-11,916
-9% -$209K 1.87% 15
2023
Q3 		$2.25M Buy
133,608
+4,215
+3% +$73.9K 2.06% 14
2023
Q2 		$2.26M Buy
+129,393
New +$2.14M 2.12% 14

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

Values Added Financial's SCHX Position: Q2 2026 in Review

Values Added Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.9% in Q2 2026, selling an estimated $87.5K and leaving 155,258 shares worth $4.57M. The position accounts for 1.65% of the portfolio, ranked #17.

Values Added Financial first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 741 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Values Added Financial held 155,258 shares of Schwab US Large- Cap ETF worth $4.57M as of Q2 2026.
  • Values Added Financial sold 3,065 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $87.5K.
  • Schwab US Large- Cap ETF made up 1.65% of Values Added Financial's portfolio in Q2 2026, its #17 holding.
  • Values Added Financial first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 741 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.