Voisard Asset Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Voisard Asset Management 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	$3.67M	Sell	124,752 -3,344	-3%	-$95.5K	0.69%	20
2026 Q1	$3.28M	Sell	128,096 -5,935	-4%	-$159K	0.7%	19
2025 Q4	$3.61M	Sell	134,031 -6,280	-4%	-$168K	0.78%	18
2025 Q3	$3.7M	Sell	140,311 -48,713	-26%	-$1.24M	0.86%	17
2025 Q2	$4.62M	Sell	189,024 -22,408	-11%	-$507K	1.19%	16
2025 Q1	$4.67M	Sell	211,432 -45,481	-18%	-$1.06M	1.36%	16
2024 Q4	$5.96M	Sell	256,913 -166,549	-39%	-$3.88M	1.99%	13
2024 Q3	$9.58M	Buy	423,462 +25,875	+7%	+$564K	3.99%	8
2024 Q2	$8.52M	Sell	397,587 -11,952	-3%	-$247K	4.16%	8
2024 Q1	$8.47M	Sell	409,539 -15,069	-4%	-$297K	4.77%	6
2023 Q4	$7.98M	Buy	+424,608	New	+$7.46M	4.8%	5

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

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Voisard Asset Management Group's SCHX Position: Q2 2026 in Review

Voisard Asset Management Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.6% in Q2 2026, selling an estimated $95.5K and leaving 124,752 shares worth $3.67M. The position accounts for 0.69% of the portfolio, ranked #20.

Voisard Asset Management Group first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.58M in Q3 2024. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Voisard Asset Management Group held 124,752 shares of Schwab US Large- Cap ETF worth $3.67M as of Q2 2026.
Voisard Asset Management Group sold 3,344 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $95.5K.
Schwab US Large- Cap ETF made up 0.69% of Voisard Asset Management Group's portfolio in Q2 2026, its #20 holding.
Voisard Asset Management Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Voisard Asset Management Group's Schwab US Large- Cap ETF position peaked at $9.58M in Q3 2024.
522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.