Drive Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Drive Wealth 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	$2.56M	Buy	+85,439	New	+$2.56M	0.44%	44

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Drive Wealth Management's SCHX Position: Q3 2026 in Review

Drive Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 85,439 shares worth $2.56M. The stake represents 0.44% of the portfolio and ranks #44 among its holdings.

1,354 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Drive Wealth Management held 85,439 shares of Schwab US Large- Cap ETF worth $2.56M as of Q3 2026.
Schwab US Large- Cap ETF was a new Drive Wealth Management position in Q3 2026.
Schwab US Large- Cap ETF made up 0.44% of Drive Wealth Management's portfolio in Q3 2026, its #44 holding.
1,354 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Drive Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.