Boyd Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Boyd Wealth Management’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	$670K	Hold	22,343	–	–	0.23%	37
2026 Q2	$658K	Sell	22,343 -7	-0%	-$200	0.25%	32
2026 Q1	$573K	Buy	22,350 +2	+0%	+$54	0.24%	31
2025 Q4	$601K	Sell	22,348 -2	-0%	-$53	0.26%	32
2025 Q3	$589K	Buy	22,350 +32	+0.1%	+$813	0.25%	32
2025 Q2	$545K	Buy	+22,318	New	+$505K	0.24%	34
2022 Q2	–	Sell	-35,304	Closed	-$634K	–	45
2022 Q1	$634K	Buy	+35,304	New	+$625K	0.47%	25

Other funds holding SCHX

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Boyd Wealth Management's SCHX Position: Q3 2026 in Review

Boyd Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 22,343 shares worth $670K. The position accounts for 0.23% of the portfolio, ranked #37.

Boyd Wealth Management first reported a position in SCHX in Q1 2022 and has held it in 7 quarters since. 681 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Boyd Wealth Management held 22,343 shares of Schwab US Large- Cap ETF worth $670K as of Q3 2026.
Boyd Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
Schwab US Large- Cap ETF made up 0.23% of Boyd Wealth Management's portfolio in Q3 2026, its #37 holding.
Boyd Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 7 quarters since.
681 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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