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Avidian Wealth Enterprises’s Schwab US Large- Cap ETF SCHX Stock Holding History

Avidian Wealth Enterprises’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 		$12.6M Sell
420,327
-2,899
-0.7% -$86.8K 0.35% 51
2026
Q2 		$12.5M Buy
423,226
+106
+0% +$3.03K 0.34% 51
2026
Q1 		$10.8M Buy
423,120
+913
+0.2% +$24.5K 0.34% 51
2025
Q4 		$11.4M Sell
422,207
-3,070
-0.7% -$82K 0.41% 43
2025
Q3 		$11.2M Sell
425,277
-1,058
-0.2% -$26.9K 0.42% 41
2025
Q2 		$10.4M Buy
426,335
+25,207
+6% +$570K 0.42% 40
2025
Q1 		$8.86M Sell
401,128
-9,625
-2% -$224K 0.39% 44
2024
Q4 		$9.52M Sell
410,753
-2,929
-0.7% -$68.3K 0.43% 41
2024
Q3 		$9.36M Sell
413,682
-891
-0.2% -$19.4K 0.42% 40
2024
Q2 		$8.88M Buy
+414,573
New +$8.57M 0.37% 41
2023
Q2 		– Sell
-18,963
Closed -$306K – 478
2023
Q1 		$306K Sell
18,963
-1,265,490
-99% -$19.9M 0.02% 375
2022
Q4 		$19.3M Buy
+1,284,453
New +$19.4M 1.26% 18
2022
Q3 		– Sell
-36,672
Closed -$546K – 459
2022
Q2 		$546K Buy
+36,672
New +$594K 0.04% 249

Other funds holding SCHX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

Avidian Wealth Enterprises's SCHX Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.68% in Q3 2026, selling an estimated $86.8K and leaving 420,327 shares worth $12.6M. The position accounts for 0.35% of the portfolio, ranked #51.

Avidian Wealth Enterprises first reported a position in SCHX in Q2 2022 and has held it in 13 quarters since. The position peaked at $19.3M in Q4 2022. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Avidian Wealth Enterprises held 420,327 shares of Schwab US Large- Cap ETF worth $12.6M as of Q3 2026.
  • Avidian Wealth Enterprises sold 2,899 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $86.8K.
  • Schwab US Large- Cap ETF made up 0.35% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #51 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 13 quarters since.
  • Avidian Wealth Enterprises's Schwab US Large- Cap ETF position peaked at $19.3M in Q4 2022.
  • 95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.