Chapin Davis
SCHX icon

Chapin Davis’s Schwab US Large- Cap ETF SCHX Stock Holding History

Chapin Davis’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 		$233K Hold
7,783
– – 0.04% 219
2026
Q2 		$229K Buy
+7,783
New +$222K 0.04% 228
2026
Q1 		– Sell
-7,783
Closed -$209K – 270
2025
Q4 		$209K Buy
+7,783
New +$208K 0.05% 232

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
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
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Chapin Davis's SCHX Position: Q3 2026 in Review

Chapin Davis held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 7,783 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #219.

Chapin Davis first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,068 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Chapin Davis held 7,783 shares of Schwab US Large- Cap ETF worth $233K as of Q3 2026.
  • Chapin Davis left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.04% of Chapin Davis's portfolio in Q3 2026, its #219 holding.
  • Chapin Davis first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.