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Walkner Condon Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Walkner Condon Financial 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 		$10.4M Buy
353,563
+17,469
+5% +$499K 1.19% 22
2026
Q1 		$8.6M Buy
336,094
+13,598
+4% +$365K 1.13% 22
2025
Q4 		$8.68M Sell
322,496
-7,566
-2% -$202K 1.21% 19
2025
Q3 		$8.69M Sell
330,062
-6,219
-2% -$158K 1.38% 18
2025
Q2 		$8.21M Buy
336,281
+22,828
+7% +$516K 1.51% 16
2025
Q1 		$6.92M Buy
313,453
+4,195
+1% +$97.7K 1.4% 16
2024
Q4 		$7.17M Sell
309,258
-9,780
-3% -$228K 1.46% 15
2024
Q3 		$7.21M Sell
319,038
-10,230
-3% -$223K 1.47% 14
2024
Q2 		$7.01M Buy
329,268
+14,418
+5% +$298K 1.51% 14
2024
Q1 		$6.51M Buy
314,850
+21,681
+7% +$427K 1.38% 16
2023
Q4 		$5.51M Buy
293,169
+3,402
+1% +$59.7K 1.26% 20
2023
Q3 		$4.89M Buy
289,767
+61,092
+27% +$1.07M 1.3% 20
2023
Q2 		$3.99M Buy
228,675
+19,710
+9% +$325K 1.06% 27
2023
Q1 		$3.37M Buy
208,965
+7,392
+4% +$116K 0.94% 27
2022
Q4 		$3.03M Buy
201,573
+50,700
+34% +$767K 0.91% 28
2022
Q3 		$2.13M Buy
150,873
+31,209
+26% +$490K 0.69% 34
2022
Q2 		$1.78M Buy
119,664
+5,946
+5% +$96.3K 0.56% 43
2022
Q1 		$2.04M Sell
113,718
-31,524
-22% -$558K 0.58% 42
2021
Q4 		$2.75M Sell
145,242
-5,082
-3% -$93.9K 1.79% 17
2021
Q3 		$2.61M Buy
150,324
+19,296
+15% +$344K 1.28% 22
2021
Q2 		$2.27M Buy
131,028
+53,832
+70% +$908K 0.83% 32
2021
Q1 		$1.24M Sell
77,196
-3,942
-5% -$61.8K 0.48% 52
2020
Q4 		$1.23M Buy
81,138
+1,800
+2% +$25.8K 0.53% 43
2020
Q3 		$1.07M Buy
+79,338
New +$1.05M 0.57% 42

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

Walkner Condon Financial Advisors's SCHX Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 5.2% in Q2 2026, buying an estimated $499K and bringing the position to 353,563 shares worth $10.4M. The position accounts for 1.19% of the portfolio, ranked #22.

Walkner Condon Financial Advisors first reported a position in SCHX in Q3 2020 and has held it in 24 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Walkner Condon Financial Advisors held 353,563 shares of Schwab US Large- Cap ETF worth $10.4M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 17,469 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $499K.
  • Schwab US Large- Cap ETF made up 1.19% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.