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

Welch 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	$276K	Hold	9,378	–	–	0.01%	260
2026 Q1	$240K	Hold	9,378	–	–	0.01%	263
2025 Q4	$252K	Hold	9,378	–	–	0.01%	263
2025 Q3	$247K	Sell	9,378 -1,400	-13%	-$35.6K	0.01%	258
2025 Q2	$263K	Buy	10,778 +1,400	+15%	+$31.7K	0.01%	220
2025 Q1	$206K	Hold	9,378	–	–	0.01%	243
2024 Q4	$218K	Sell	9,378 -249	-3%	-$5.8K	0.01%	242
2024 Q3	$218K	Hold	9,627	–	–	0.01%	247
2024 Q2	$206K	Buy	+9,627	New	+$199K	0.01%	246
2022 Q1	–	Sell	-69,840	Closed	-$1.32M	–	223
2021 Q4	$1.32M	Buy	+69,840	New	+$1.29M	0.08%	78
2019 Q1	–	Sell	-10,650	Closed	-$106K	–	147
2018 Q4	$106K	Sell	10,650 -151,182	-93%	-$1.62M	0.01%	141
2018 Q3	$1.88M	Buy	161,832 +130,884	+423%	+$1.49M	0.2%	45
2018 Q2	$335K	Buy	30,948 +19,404	+168%	+$209K	0.04%	87
2018 Q1	$121K	Buy	+11,544	New	+$126K	0.02%	128

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Welch Group's SCHX Position: Q2 2026 in Review

Welch Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 9,378 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #260.

Welch Group first reported a position in SCHX in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.88M in Q3 2018. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Welch Group held 9,378 shares of Schwab US Large- Cap ETF worth $276K as of Q2 2026.
Welch Group left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #260 holding.
Welch Group first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 14 quarters since.
Welch Group's Schwab US Large- Cap ETF position peaked at $1.88M in Q3 2018.
1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.