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

WestHill 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	$821K	Hold	27,900	–	–	0.14%	40
2026 Q1	$715K	Sell	27,900 -592	-2%	-$15.9K	0.14%	40
2025 Q4	$767K	Hold	28,492	–	–	0.15%	39
2025 Q3	$750K	Sell	28,492 -963	-3%	-$24.5K	0.15%	35
2025 Q2	$720K	Buy	29,455 +1,069	+4%	+$24.2K	0.15%	34
2025 Q1	$627K	Hold	28,386	–	–	0.14%	35
2024 Q4	$658K	Hold	28,386	–	–	0.15%	34
2024 Q3	$642K	Hold	28,386	–	–	0.14%	35
2024 Q2	$608K	Hold	28,386	–	–	0.15%	34
2024 Q1	$587K	Hold	28,386	–	–	0.14%	34
2023 Q4	$534K	Hold	28,386	–	–	0.14%	32
2023 Q3	$479K	Hold	28,386	–	–	0.14%	34
2023 Q2	$496K	Hold	28,386	–	–	0.14%	32
2023 Q1	$458K	Sell	28,386 -5,952	-17%	-$93.7K	0.14%	37
2022 Q4	$517K	Buy	34,338 +5,694	+20%	+$86.2K	0.17%	36
2022 Q3	$404K	Hold	28,644	–	–	0.14%	37
2022 Q2	$426K	Hold	28,644	–	–	0.14%	39
2022 Q1	$514K	Hold	28,644	–	–	0.15%	36
2021 Q4	$543K	Hold	28,644	–	–	0.15%	37
2021 Q3	$497K	Buy	+28,644	New	+$511K	0.15%	32
2021 Q1	$442K	Hold	27,600	–	–	0.16%	30
2020 Q4	$418K	Buy	+27,600	New	+$395K	0.16%	28

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

WestHill Financial Advisors's SCHX Position: Q2 2026 in Review

WestHill Financial Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 27,900 shares worth $821K. The position accounts for 0.14% of the portfolio, ranked #40.

WestHill Financial Advisors first reported a position in SCHX in Q4 2020 and has held it in 22 quarters since. 1,599 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

WestHill Financial Advisors held 27,900 shares of Schwab US Large- Cap ETF worth $821K as of Q2 2026.
WestHill Financial Advisors left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.14% of WestHill Financial Advisors's portfolio in Q2 2026, its #40 holding.
WestHill Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 22 quarters since.
1,599 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.