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Eiger Wealth Management, LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Eiger Wealth Management, LLC’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 		$989K Buy
32,981
+90
+0.3% +$2.7K 21.43% 1
2026
Q2 		$968K Buy
32,891
+86
+0.3% +$2.46K 30.34% 1
2026
Q1 		$841K Buy
32,805
+95
+0.3% +$2.55K 27.64% 1
2025
Q4 		$880K Buy
+32,710
New +$874K 23.33% 1

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
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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Eiger Wealth Management, LLC's SCHX Position: Q3 2026 in Review

Eiger Wealth Management, LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 0.27% in Q3 2026, buying an estimated $2.7K and bringing the position to 32,981 shares worth $989K. The position accounts for 21.43% of the portfolio, ranked #1.

Eiger Wealth Management, LLC first reported a position in SCHX in Q4 2025 and has held it in 4 quarters since. 919 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Eiger Wealth Management, LLC held 32,981 shares of Schwab US Large- Cap ETF worth $989K as of Q3 2026.
  • Eiger Wealth Management, LLC bought 90 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $2.7K.
  • Schwab US Large- Cap ETF made up 21.43% of Eiger Wealth Management, LLC's portfolio in Q3 2026, its #1 holding.
  • Eiger Wealth Management, LLC first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 919 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Eiger Wealth Management, LLC's 13F filing for Q3 2026, filed 3 Nov 2026.