ARS Wealth Advisors Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

ARS Wealth Advisors 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 Q3	$532K	Sell	17,748 -5,768	-25%	-$173K	0.04%	131
2026 Q2	$692K	Buy	23,516 +9,519	+68%	+$272K	0.05%	119
2026 Q1	$359K	Sell	13,997 -1,583	-10%	-$42.5K	0.03%	145
2025 Q4	$419K	Buy	15,580 +1,772	+13%	+$47.3K	0.04%	121
2025 Q3	$364K	Buy	13,808 +3,840	+39%	+$97.5K	0.04%	128
2025 Q2	$244K	Buy	+9,968	New	+$225K	0.03%	162

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

ARS Wealth Advisors Group's SCHX Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 25% in Q3 2026, selling an estimated $173K and leaving 17,748 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #131.

ARS Wealth Advisors Group first reported a position in SCHX in Q2 2025 and has held it in 6 quarters since. The position peaked at $692K in Q2 2026. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

ARS Wealth Advisors Group held 17,748 shares of Schwab US Large- Cap ETF worth $532K as of Q3 2026.
ARS Wealth Advisors Group sold 5,768 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $173K.
Schwab US Large- Cap ETF made up 0.04% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #131 holding.
ARS Wealth Advisors Group first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 6 quarters since.
ARS Wealth Advisors Group's Schwab US Large- Cap ETF position peaked at $692K in Q2 2026.
1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.