WFS
SCHX icon

Walker Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Walker Financial Services’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 		$1M Sell
34,082
-1,495
-4% -$42.7K 0.31% 26
2026
Q1 		$912K Sell
35,577
-15
-0% -$402 0.31% 28
2025
Q4 		$958K Sell
35,592
-413
-1% -$11K 0.35% 27
2025
Q3 		$948K Sell
36,005
-2,195
-6% -$55.7K 0.37% 27
2025
Q2 		$934K Sell
38,200
-2,610
-6% -$59K 0.42% 20
2025
Q1 		$901K Sell
40,810
-827
-2% -$19.3K 0.47% 14
2024
Q4 		$965K Sell
41,637
-117
-0.3% -$2.73K 0.56% 14
2024
Q3 		$944K Buy
41,754
+477
+1% +$10.4K 0.64% 14
2024
Q2 		$884K Sell
41,277
-1,428
-3% -$29.5K 0.69% 14
2024
Q1 		$883K Sell
42,705
-558
-1% -$11K 0.73% 15
2023
Q4 		$813K Sell
43,263
-36
-0.1% -$632 0.84% 13
2023
Q3 		$730K Sell
43,299
-1,554
-3% -$27.3K 0.71% 13
2023
Q2 		$783K Sell
44,853
-81
-0.2% -$1.34K 0.77% 13
2023
Q1 		$725K Hold
44,934
– – 0.75% 14
2022
Q4 		$725K Sell
44,934
-2,472
-5% -$37.4K 0.75% 14
2022
Q3 		$669K Sell
47,406
-1,428
-3% -$22.4K 0.63% 15
2022
Q2 		$727K Sell
48,834
-1,974
-4% -$32K 0.71% 17
2022
Q1 		$912K Buy
+50,808
New +$899K 0.84% 16

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Walker Financial Services's SCHX Position: Q2 2026 in Review

Walker Financial Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.2% in Q2 2026, selling an estimated $42.7K and leaving 34,082 shares worth $1M. The position accounts for 0.31% of the portfolio, ranked #26.

Walker Financial Services first reported a position in SCHX in Q1 2022 and has held it in 18 quarters since. 825 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Walker Financial Services held 34,082 shares of Schwab US Large- Cap ETF worth $1M as of Q2 2026.
  • Walker Financial Services sold 1,495 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $42.7K.
  • Schwab US Large- Cap ETF made up 0.31% of Walker Financial Services's portfolio in Q2 2026, its #26 holding.
  • Walker Financial Services first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 825 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.