Elevation Wealth Partners
SCHX icon

Elevation Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Elevation Wealth Partners’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 		$11.6M Sell
388,172
-4,793
-1% -$144K 3.27% 5
2026
Q2 		$11.6M Sell
392,965
-11,143
-3% -$318K 3.46% 5
2026
Q1 		$10.4M Sell
404,108
-16,480
-4% -$442K 3.71% 5
2025
Q4 		$11.3M Sell
420,588
-16,919
-4% -$452K 4.01% 5
2025
Q3 		$11.5M Buy
437,507
+6,518
+2% +$166K 4.15% 5
2025
Q2 		$10.5M Buy
430,989
+833
+0.2% +$18.8K 4.16% 5
2025
Q1 		$9.5M Buy
430,156
+68,930
+19% +$1.6M 4.11% 5
2024
Q4 		$8.37M Buy
361,226
+7,547
+2% +$176K 3.54% 6
2024
Q3 		$8M Sell
353,679
-5,616
-2% -$122K 3.43% 7
2024
Q2 		$7.69M Sell
359,295
-38,754
-10% -$801K 3.64% 5
2024
Q1 		$8.23M Buy
398,049
+29,967
+8% +$590K 4.11% 5
2023
Q4 		$6.21M Buy
368,082
+368,022
+613,370% +$6.46M 3.72% 5
2023
Q3 		$1.01K Hold
60
– – ﹤0.01% 302
2023
Q2 		$1.05K Buy
+60
New +$991 ﹤0.01% 314

Other funds holding SCHX

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
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Elevation Wealth Partners's SCHX Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q3 2026, selling an estimated $144K and leaving 388,172 shares worth $11.6M. The position accounts for 3.27% of the portfolio, ranked #5.

Elevation Wealth Partners first reported a position in SCHX in Q2 2023 and has held it in 14 quarters since. 681 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Elevation Wealth Partners held 388,172 shares of Schwab US Large- Cap ETF worth $11.6M as of Q3 2026.
  • Elevation Wealth Partners sold 4,793 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $144K.
  • Schwab US Large- Cap ETF made up 3.27% of Elevation Wealth Partners's portfolio in Q3 2026, its #5 holding.
  • Elevation Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • 681 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.