APW
SCHX icon

Aurora Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Aurora Private Wealth’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 		$1.35M Buy
44,914
+249
+0.6% +$7.46K 0.85% 32
2026
Q2 		$1.31M Buy
44,665
+677
+2% +$19.3K 0.83% 32
2026
Q1 		$1.18M Hold
43,988
– – 0.84% 33
2025
Q4 		$1.18M Buy
+43,988
New +$1.17M 0.78% 37
2025
Q2 		$1.1M Sell
44,899
-2,269
-5% -$51.3K 0.81% 31
2025
Q1 		$1.04M Buy
47,168
+1,193
+3% +$27.8K 0.83% 31
2024
Q4 		$1.07M Sell
45,975
-6,408
-12% -$149K 0.8% 33
2024
Q3 		$1.18M Sell
52,383
-2,010
-4% -$43.8K 0.93% 28
2024
Q2 		$1.16M Buy
54,393
+846
+2% +$17.5K 1.02% 26
2024
Q1 		$1.11M Buy
53,547
+3,948
+8% +$77.7K 0.96% 28
2023
Q4 		$932K Buy
49,599
+1,506
+3% +$26.4K 0.88% 28
2023
Q3 		$811K Buy
48,093
+1,047
+2% +$18.4K 0.9% 32
2023
Q2 		$821K Sell
47,046
-5,862
-11% -$96.8K 0.93% 32
2023
Q1 		$853K Sell
52,908
-1,833
-3% -$28.8K 0.91% 32
2022
Q4 		$824K Buy
54,741
+180
+0.3% +$2.72K 0.94% 29
2022
Q3 		$770K Buy
54,561
+177
+0.3% +$2.78K 0.36% 48
2022
Q2 		$810K Sell
54,384
-2,406
-4% -$39K 0.37% 50
2022
Q1 		$1.02M Sell
56,790
-330
-0.6% -$5.84K 0.42% 46
2021
Q4 		$1.08M Buy
57,120
+366
+0.6% +$6.76K 0.47% 40
2021
Q3 		$984K Buy
56,754
+840
+2% +$15K 0.4% 54
2021
Q2 		$969K Sell
55,914
-1,464
-3% -$24.7K 0.39% 59
2021
Q1 		$918K Sell
57,378
-4,656
-8% -$72.9K 0.38% 57
2020
Q4 		$940K Sell
62,034
-366
-0.6% -$5.24K 0.4% 58
2020
Q3 		$839K Sell
62,400
-408
-0.6% -$5.42K 0.36% 57
2020
Q2 		$776K Sell
62,808
-51,258
-45% -$597K 0.36% 57
2020
Q1 		$1.16M Buy
114,066
+46,872
+70% +$569K 0.41% 55
2019
Q4 		$860K Buy
+67,194
New +$824K 0.3% 60

Other funds holding SCHX

Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Aurora Private Wealth's SCHX Position: Q3 2026 in Review

Aurora Private Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.56% in Q3 2026, buying an estimated $7.46K and bringing the position to 44,914 shares worth $1.35M. The position accounts for 0.85% of the portfolio, ranked #32.

Aurora Private Wealth first reported a position in SCHX in Q4 2019 and has held it in 27 quarters since. 638 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Aurora Private Wealth held 44,914 shares of Schwab US Large- Cap ETF worth $1.35M as of Q3 2026.
  • Aurora Private Wealth bought 249 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $7.46K.
  • Schwab US Large- Cap ETF made up 0.85% of Aurora Private Wealth's portfolio in Q3 2026, its #32 holding.
  • Aurora Private Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 638 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.