Consilium Wealth Advisory
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Consilium Wealth Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Consilium Wealth Advisory’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 		$11.1M Buy
368,669
+15,506
+4% +$464K 3.27% 8
2026
Q2 		$10.4M Buy
353,163
+17,955
+5% +$513K 3.08% 8
2026
Q1 		$8.59M Sell
335,208
-18,908
-5% -$507K 2.93% 8
2025
Q4 		$9.5M Sell
354,116
-2,980
-0.8% -$79.6K 3.52% 8
2025
Q3 		$9.41M Sell
357,096
-2,882
-0.8% -$73.2K 3.63% 8
2025
Q2 		$8.8M Buy
359,978
+14,322
+4% +$324K 3.71% 8
2025
Q1 		$7.63M Sell
345,656
-2,564
-0.7% -$59.7K 3.83% 6
2024
Q4 		$8.07M Sell
348,220
-2,582
-0.7% -$60.2K 3.85% 6
2024
Q3 		$7.93M Buy
350,802
+1,254
+0.4% +$27.3K 4.33% 6
2024
Q2 		$7.49M Sell
349,548
-8,970
-3% -$185K 4.09% 6
2024
Q1 		$7.42M Buy
358,518
+4,956
+1% +$97.6K 4.17% 6
2023
Q4 		$6.65M Buy
353,562
+14,988
+4% +$263K 4% 6
2023
Q3 		$5.71M Sell
338,574
-40,794
-11% -$716K 4% 6
2023
Q2 		$6.62M Sell
379,368
-24,315
-6% -$401K 4.59% 5
2023
Q1 		$6.51M Sell
403,683
-306,405
-43% -$4.82M 5.55% 6
2022
Q4 		$10.7M Buy
710,088
+354,870
+100% +$5.37M 9.11% 1
2022
Q3 		$5.01M Buy
355,218
+63,648
+22% +$999K 5.59% 4
2022
Q2 		$4.34M Sell
291,570
-205,641
-41% -$3.33M 4.67% 4
2022
Q1 		$8.92M Sell
497,211
-198,453
-29% -$3.51M 6.39% 4
2021
Q4 		$13.2M Buy
+695,664
New +$12.9M 8.55% 2

Other funds holding SCHX

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Consilium Wealth Advisory's SCHX Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q3 2026, buying an estimated $464K and bringing the position to 368,669 shares worth $11.1M. The position accounts for 3.27% of the portfolio, ranked #8.

Consilium Wealth Advisory first reported a position in SCHX in Q4 2021 and has held it in 20 quarters since. The position peaked at $13.2M in Q4 2021. 960 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Consilium Wealth Advisory held 368,669 shares of Schwab US Large- Cap ETF worth $11.1M as of Q3 2026.
  • Consilium Wealth Advisory bought 15,506 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $464K.
  • Schwab US Large- Cap ETF made up 3.27% of Consilium Wealth Advisory's portfolio in Q3 2026, its #8 holding.
  • Consilium Wealth Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Consilium Wealth Advisory's Schwab US Large- Cap ETF position peaked at $13.2M in Q4 2021.
  • 960 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.