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Dickmeyer Boyce Financial Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Dickmeyer Boyce Financial Management’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 		$345K Buy
11,510
+15
+0.1% +$449 0.18% 104
2026
Q2 		$338K Buy
11,495
+2,090
+22% +$59.7K 0.18% 105
2026
Q1 		$241K Buy
+9,405
New +$252K 0.14% 109

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
AC
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
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
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Dickmeyer Boyce Financial Management's SCHX Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.13% in Q3 2026, buying an estimated $449 and bringing the position to 11,510 shares worth $345K. The position accounts for 0.18% of the portfolio, ranked #104.

Dickmeyer Boyce Financial Management first reported a position in SCHX in Q1 2026 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 11,510 shares of Schwab US Large- Cap ETF worth $345K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 15 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $449.
  • Schwab US Large- Cap ETF made up 0.18% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #104 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Schwab US Large- Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.