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

Zhang 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 		$3.17M Buy
107,575
+3,847
+4% +$110K 0.09% 105
2026
Q1 		$2.66M Sell
103,728
-2,155
-2% -$57.8K 0.09% 106
2025
Q4 		$2.85M Buy
105,883
+4,197
+4% +$112K 0.11% 97
2025
Q3 		$2.68M Buy
101,686
+524
+0.5% +$13.3K 0.11% 98
2025
Q2 		$2.47M Buy
101,162
+4,337
+4% +$98.1K 0.11% 99
2025
Q1 		$2.14M Sell
96,825
-211
-0.2% -$4.91K 0.11% 99
2024
Q4 		$2.25M Sell
97,036
-206
-0.2% -$4.8K 0.13% 89
2024
Q3 		$2.2M Sell
97,242
-6,480
-6% -$141K 0.14% 86
2024
Q2 		$2.22M Buy
103,722
+5,112
+5% +$106K 0.16% 82
2024
Q1 		$2.04M Sell
98,610
-22,824
-19% -$449K 0.15% 86
2023
Q4 		$2.28M Sell
121,434
-27,525
-18% -$483K 0.2% 63
2023
Q3 		$2.52M Buy
148,959
+108
+0.1% +$1.9K 0.26% 53
2023
Q2 		$2.6M Buy
148,851
+3,222
+2% +$53.2K 0.27% 56
2023
Q1 		$2.35M Buy
145,629
+7,608
+6% +$120K 0.27% 59
2022
Q4 		$2.08M Buy
138,021
+56,496
+69% +$855K 0.26% 61
2022
Q3 		$1.15M Sell
81,525
-843
-1% -$13.2K 0.17% 70
2022
Q2 		$1.23M Sell
82,368
-55,548
-40% -$900K 0.2% 67
2022
Q1 		$2.48M Buy
137,916
+74,742
+118% +$1.32M 0.42% 42
2021
Q4 		$1.2M Buy
63,174
+5,058
+9% +$93.4K 0.21% 66
2021
Q3 		$1.01M Buy
58,116
+16,674
+40% +$297K 0.23% 56
2021
Q2 		$718K Buy
41,442
+24,426
+144% +$412K 0.18% 62
2021
Q1 		$272K Buy
+17,016
New +$267K 0.07% 106

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

Zhang Financial's SCHX Position: Q2 2026 in Review

Zhang Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 3.7% in Q2 2026, buying an estimated $110K and bringing the position to 107,575 shares worth $3.17M. The position accounts for 0.09% of the portfolio, ranked #105.

Zhang Financial first reported a position in SCHX in Q1 2021 and has held it in 22 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Zhang Financial held 107,575 shares of Schwab US Large- Cap ETF worth $3.17M as of Q2 2026.
  • Zhang Financial bought 3,847 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $110K.
  • Schwab US Large- Cap ETF made up 0.09% of Zhang Financial's portfolio in Q2 2026, its #105 holding.
  • Zhang Financial first reported a position in Schwab US Large- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.