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

CWC 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	$1.61M	Sell	53,552 -1,837	-3%	-$55K	0.75%	38
2026 Q2	$1.63M	Buy	55,389 +1,711	+3%	+$48.9K	0.72%	35
2026 Q1	$1.38M	Sell	53,678 -6,946	-11%	-$186K	0.66%	41
2025 Q4	$1.63M	Sell	60,624 -222	-0.4%	-$5.93K	0.79%	35
2025 Q3	$1.6M	Hold	60,846	–	–	0.78%	34
2025 Q2	$1.49M	Sell	60,846 -348	-0.6%	-$7.87K	0.77%	34
2025 Q1	$1.35M	Sell	61,194 -182	-0.3%	-$4.24K	0.77%	35
2024 Q4	$1.42M	Buy	61,376 +254	+0.4%	+$5.92K	1.42%	18
2024 Q3	$1.38M	Buy	+61,122	New	+$1.33M	1.37%	18

Other funds holding SCHX

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

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

CWC Advisors's SCHX Position: Q3 2026 in Review

CWC Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.3% in Q3 2026, selling an estimated $55K and leaving 53,552 shares worth $1.61M. The position accounts for 0.75% of the portfolio, ranked #38.

CWC Advisors first reported a position in SCHX in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q4 2025. 580 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

CWC Advisors held 53,552 shares of Schwab US Large- Cap ETF worth $1.61M as of Q3 2026.
CWC Advisors sold 1,837 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $55K.
Schwab US Large- Cap ETF made up 0.75% of CWC Advisors's portfolio in Q3 2026, its #38 holding.
CWC Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's Schwab US Large- Cap ETF position peaked at $1.63M in Q4 2025.
580 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.