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

Delap 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 		$805K Hold
26,842
– – 0.28% 38
2026
Q2 		$790K Hold
26,842
– – 0.27% 43
2026
Q1 		$688K Sell
26,842
-820
-3% -$22K 0.26% 44
2025
Q4 		$744K Buy
27,662
+18,362
+197% +$490K 0.29% 40
2025
Q3 		$246K Hold
9,300
– – 0.1% 79
2025
Q2 		$227K Buy
+9,300
New +$210K 0.11% 73
2024
Q3 		– Sell
-32,334
Closed -$692K – 107
2024
Q2 		$692K Buy
+32,334
New +$668K 0.32% 37

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
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
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

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

Delap Wealth Advisory held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 26,842 shares worth $805K. The position accounts for 0.28% of the portfolio, ranked #38.

Delap Wealth Advisory first reported a position in SCHX in Q2 2024 and has held it in 7 quarters since. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Delap Wealth Advisory held 26,842 shares of Schwab US Large- Cap ETF worth $805K as of Q3 2026.
  • Delap Wealth Advisory left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.28% of Delap Wealth Advisory's portfolio in Q3 2026, its #38 holding.
  • Delap Wealth Advisory first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.