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

XML Financial’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 		$987K Sell
33,545
-262
-0.8% -$7.48K 0.07% 188
2026
Q1 		$867K Sell
33,807
-4,845
-13% -$130K 0.07% 196
2025
Q4 		$1.04M Buy
38,652
+3,824
+11% +$102K 0.08% 175
2025
Q3 		$917K Buy
34,828
+105
+0.3% +$2.67K 0.07% 184
2025
Q2 		$849K Buy
34,723
+366
+1% +$8.28K 0.07% 189
2025
Q1 		$759K Buy
34,357
+133
+0.4% +$3.1K 0.07% 187
2024
Q4 		$793K Buy
34,224
+42
+0.1% +$979 0.07% 189
2024
Q3 		$773K Buy
34,182
+78
+0.2% +$1.7K 0.07% 190
2024
Q2 		$730K Hold
34,104
– – 0.07% 189
2024
Q1 		$706K Buy
+34,104
New +$671K 0.07% 194

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

XML Financial's SCHX Position: Q2 2026 in Review

XML Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.77% in Q2 2026, selling an estimated $7.48K and leaving 33,545 shares worth $987K. The position accounts for 0.07% of the portfolio, ranked #188.

XML Financial first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q4 2025. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • XML Financial held 33,545 shares of Schwab US Large- Cap ETF worth $987K as of Q2 2026.
  • XML Financial sold 262 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $7.48K.
  • Schwab US Large- Cap ETF made up 0.07% of XML Financial's portfolio in Q2 2026, its #188 holding.
  • XML Financial first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • XML Financial's Schwab US Large- Cap ETF position peaked at $1.04M in Q4 2025.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.