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

Brown 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 		$420K Buy
14,006
+362
+3% +$10.8K 0.09% 89
2026
Q2 		$402K Sell
13,644
-67
-0.5% -$1.91K 0.09% 94
2026
Q1 		$352K Buy
13,711
+80
+0.6% +$2.15K 0.09% 90
2025
Q4 		$367K Buy
13,631
+593
+5% +$15.8K 0.1% 79
2025
Q3 		$343K Buy
13,038
+2,687
+26% +$68.2K 0.1% 79
2025
Q2 		$253K Sell
10,351
-433
-4% -$9.8K 0.08% 87
2025
Q1 		$238K Buy
10,784
+10
+0.1% +$233 0.08% 84
2024
Q4 		$250K Sell
10,774
-362
-3% -$8.44K 0.09% 72
2024
Q3 		$252K Sell
11,136
-453
-4% -$9.9K 0.09% 74
2024
Q2 		$248K Sell
11,589
-1,755
-13% -$36.3K 0.1% 76
2024
Q1 		$276K Sell
13,344
-1,235,382
-99% -$24.3M 0.11% 71
2023
Q4 		$23.5M Buy
1,248,726
+14,415
+1% +$253K 10.39% 2
2023
Q3 		$20.8M Sell
1,234,311
-88,899
-7% -$1.56M 9.91% 2
2023
Q2 		$23.1M Buy
+1,323,210
New +$21.8M 11.94% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

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

Brown Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 2.7% in Q3 2026, buying an estimated $10.8K and bringing the position to 14,006 shares worth $420K. The position accounts for 0.09% of the portfolio, ranked #89.

Brown Wealth Management first reported a position in SCHX in Q2 2023 and has held it in 14 quarters since. The position peaked at $23.5M in Q4 2023. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Brown Wealth Management held 14,006 shares of Schwab US Large- Cap ETF worth $420K as of Q3 2026.
  • Brown Wealth Management bought 362 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $10.8K.
  • Schwab US Large- Cap ETF made up 0.09% of Brown Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Brown Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Brown Wealth Management's Schwab US Large- Cap ETF position peaked at $23.5M in Q4 2023.
  • 1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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