EntreWealth
SCHX icon

EntreWealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

EntreWealth’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 		$1.01M Buy
33,529
+252
+0.8% +$7.55K 0.36% 59
2026
Q2 		$1.01M Buy
33,277
+87
+0.3% +$2.48K 0.37% 59
2026
Q1 		$851K Buy
33,190
+97
+0.3% +$2.6K 0.38% 48
2025
Q4 		$901K Buy
+33,093
New +$884K 0.41% 48

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
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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

EntreWealth's SCHX Position: Q3 2026 in Review

EntreWealth increased its Schwab US Large- Cap ETF (SCHX) stake by 0.76% in Q3 2026, buying an estimated $7.55K and bringing the position to 33,529 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #59.

EntreWealth first reported a position in SCHX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q2 2026. 1,068 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • EntreWealth held 33,529 shares of Schwab US Large- Cap ETF worth $1.01M as of Q3 2026.
  • EntreWealth bought 252 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $7.55K.
  • Schwab US Large- Cap ETF made up 0.36% of EntreWealth's portfolio in Q3 2026, its #59 holding.
  • EntreWealth first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • EntreWealth's Schwab US Large- Cap ETF position peaked at $1.01M in Q2 2026.
  • 1,068 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.