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

VERITY 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	$2.59M	Sell	87,999 -2,162	-2%	-$61.7K	1.56%	9
2026 Q1	$2.31M	Sell	90,161 -40,452	-31%	-$1.09M	1.54%	10
2025 Q4	$3.51M	Sell	130,613 -27	-0%	-$721	2.18%	7
2025 Q3	$3.44M	Hold	130,640	–	–	2.17%	8
2025 Q2	$3.19M	Hold	130,640	–	–	2.14%	8
2025 Q1	$2.88M	Sell	130,640 -4,111	-3%	-$95.7K	2.14%	8
2024 Q4	$3.12M	Hold	134,751	–	–	2.25%	7
2024 Q3	$3.05M	Hold	134,751	–	–	2.14%	8
2024 Q2	$2.89M	Hold	134,751	–	–	2.16%	8
2024 Q1	$2.79M	Sell	134,751 -855	-0.6%	-$16.8K	2.14%	9
2023 Q4	$2.55M	Hold	135,606	–	–	2.19%	9
2023 Q3	$2.29M	Sell	135,606 -6,288	-4%	-$110K	2.15%	10
2023 Q2	$2.48M	Buy	141,894 +549	+0.4%	+$9.06K	2.22%	10
2023 Q1	$2.28M	Hold	141,345	–	–	2.11%	10
2022 Q4	$2.13M	Hold	141,345	–	–	2.09%	10
2022 Q3	$2M	Hold	141,345	–	–	2.05%	10
2022 Q2	$2.1M	Buy	141,345 +21,933	+18%	+$355K	2.04%	11
2022 Q1	$2.14M	Hold	119,412	–	–	1.89%	13
2021 Q4	$2.27M	Sell	119,412 -108	-0.1%	-$2K	1.88%	14
2021 Q3	$2.07M	Sell	119,520 -7,764	-6%	-$138K	1.85%	14
2021 Q2	$2.21M	Sell	127,284 -46,884	-27%	-$791K	2%	13
2021 Q1	$2.79M	Sell	174,168 -1,050	-0.6%	-$16.4K	2.47%	10
2020 Q4	$2.66M	Sell	175,218 -13,236	-7%	-$189K	2.41%	10
2020 Q3	$2.53M	Sell	188,454 -15,426	-8%	-$205K	2.59%	10
2020 Q2	$2.52M	Sell	203,880 -25,818	-11%	-$301K	2.69%	10
2020 Q1	$2.35M	Sell	229,698 -242,292	-51%	-$2.94M	3.19%	10
2019 Q4	$6.04M	Buy	471,990 +25,068	+6%	+$307K	5.82%	5
2019 Q3	$5.28M	Sell	446,922 -18,768	-4%	-$221K	5.2%	5
2019 Q2	$5.45M	Buy	465,690 +159,378	+52%	+$1.83M	5.36%	6
2019 Q1	$3.45M	Buy	306,312 +35,874	+13%	+$389K	3.53%	10
2018 Q4	$2.69M	Buy	+270,438	New	+$2.9M	3.1%	12

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

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

VERITY Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.4% in Q2 2026, selling an estimated $61.7K and leaving 87,999 shares worth $2.59M. The position accounts for 1.56% of the portfolio, ranked #9.

VERITY Wealth Advisors first reported a position in SCHX in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.04M in Q4 2019. 468 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

VERITY Wealth Advisors held 87,999 shares of Schwab US Large- Cap ETF worth $2.59M as of Q2 2026.
VERITY Wealth Advisors sold 2,162 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $61.7K.
Schwab US Large- Cap ETF made up 1.56% of VERITY Wealth Advisors's portfolio in Q2 2026, its #9 holding.
VERITY Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 31 quarters since.
VERITY Wealth Advisors's Schwab US Large- Cap ETF position peaked at $6.04M in Q4 2019.
468 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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