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William Howard & Co Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

William Howard & Co 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 		$317K Buy
10,781
+28
+0.3% +$800 0.25% 46
2026
Q1 		$276K Buy
10,753
+32
+0.3% +$858 0.24% 44
2025
Q4 		$289K Buy
10,721
+32
+0.3% +$855 0.24% 42
2025
Q3 		$282K Buy
10,689
+29
+0.3% +$736 0.24% 42
2025
Q2 		$261K Buy
10,660
+32
+0.3% +$723 0.23% 47
2025
Q1 		$235K Buy
10,628
+33
+0.3% +$768 0.22% 46
2024
Q4 		$246K Sell
10,595
-181
-2% -$4.22K 0.22% 44
2024
Q3 		$244K Buy
10,776
+69
+0.6% +$1.5K 0.21% 45
2024
Q2 		$229K Hold
10,707
– – 0.21% 41
2024
Q1 		$222K Buy
+10,707
New +$211K 0.21% 40

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

William Howard & Co Financial Advisors's SCHX Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $800 and bringing the position to 10,781 shares worth $317K. The position accounts for 0.25% of the portfolio, ranked #46.

William Howard & Co Financial Advisors first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,592 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • William Howard & Co Financial Advisors held 10,781 shares of Schwab US Large- Cap ETF worth $317K as of Q2 2026.
  • William Howard & Co Financial Advisors bought 28 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $800.
  • Schwab US Large- Cap ETF made up 0.25% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • William Howard & Co Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.