Cadent Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cadent Capital Advisors’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	$564K	Buy	18,809 +10	+0.1%	+$300	0.12%	113
2026 Q2	$553K	Buy	18,799 +9	+0%	+$257	0.11%	119
2026 Q1	$482K	Buy	18,790 +10	+0.1%	+$268	0.12%	107
2025 Q4	$505K	Buy	18,780 +10	+0.1%	+$267	0.13%	107
2025 Q3	$494K	Buy	18,770 +10	+0.1%	+$254	0.13%	114
2025 Q2	$458K	Buy	18,760 +10	+0.1%	+$226	0.15%	100
2025 Q1	$414K	Buy	18,750 +11	+0.1%	+$256	0.15%	88
2024 Q4	$434K	Buy	18,739 +10	+0.1%	+$233	0.15%	90
2024 Q3	$424K	Buy	18,729 +21	+0.1%	+$458	0.13%	90
2024 Q2	$401K	Hold	18,708	–	–	0.16%	82
2024 Q1	$387K	Buy	18,708 +3,408	+22%	+$67.1K	0.15%	76
2023 Q4	$288K	Hold	15,300	–	–	0.14%	86
2023 Q3	$258K	Hold	15,300	–	–	0.11%	100
2023 Q2	$267K	Buy	+15,300	New	+$253K	0.16%	98

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

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

Cadent Capital Advisors's SCHX Position: Q3 2026 in Review

Cadent Capital Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.05% in Q3 2026, buying an estimated $300 and bringing the position to 18,809 shares worth $564K. The position accounts for 0.12% of the portfolio, ranked #113.

Cadent Capital Advisors first reported a position in SCHX in Q2 2023 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Cadent Capital Advisors held 18,809 shares of Schwab US Large- Cap ETF worth $564K as of Q3 2026.
Cadent Capital Advisors bought 10 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $300.
Schwab US Large- Cap ETF made up 0.12% of Cadent Capital Advisors's portfolio in Q3 2026, its #113 holding.
Cadent Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 14 quarters since.
95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.