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Victory Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Victory Financial Group’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 		$1.23M Buy
41,645
+658
+2% +$18.8K 0.13% 120
2026
Q1 		$1.05M Buy
40,987
+895
+2% +$24K 0.13% 116
2025
Q4 		$1.08M Buy
40,092
+855
+2% +$22.8K 0.14% 102
2025
Q3 		$1.03M Buy
39,237
+3,160
+9% +$80.2K 0.14% 92
2025
Q2 		$882K Sell
36,077
-3
-0% -$68 0.14% 80
2025
Q1 		$797K Buy
36,080
+1,269
+4% +$29.5K 0.15% 71
2024
Q4 		$807K Buy
+34,811
New +$811K 0.21% 61
2024
Q2 		$753K Buy
+35,145
New +$726K 0.35% 35

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

Victory Financial Group's SCHX Position: Q2 2026 in Review

Victory Financial Group increased its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q2 2026, buying an estimated $18.8K and bringing the position to 41,645 shares worth $1.23M. The position accounts for 0.13% of the portfolio, ranked #120.

Victory Financial Group first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Victory Financial Group held 41,645 shares of Schwab US Large- Cap ETF worth $1.23M as of Q2 2026.
  • Victory Financial Group bought 658 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $18.8K.
  • Schwab US Large- Cap ETF made up 0.13% of Victory Financial Group's portfolio in Q2 2026, its #120 holding.
  • Victory Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.