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

ETF Store’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 		$4.45M Buy
148,335
+108
+0.1% +$3.24K 3.66% 6
2026
Q2 		$4.36M Buy
148,227
+1,055
+0.7% +$30.1K 3.65% 5
2026
Q1 		$3.77M Buy
147,172
+1,150
+0.8% +$30.8K 3.68% 5
2025
Q4 		$3.93M Buy
146,022
+172
+0.1% +$4.59K 4.01% 5
2025
Q3 		$3.84M Sell
145,850
-1,714
-1% -$43.5K 4.07% 5
2025
Q2 		$3.61M Buy
147,564
+4,831
+3% +$109K 4.18% 5
2025
Q1 		$3.15M Sell
142,733
-452
-0.3% -$10.5K 3.87% 6
2024
Q4 		$3.32M Sell
143,185
-8,906
-6% -$208K 4.12% 4
2024
Q3 		$3.44M Sell
152,091
-10,473
-6% -$228K 3.54% 5
2024
Q2 		$3.48M Sell
162,564
-155,199
-49% -$3.21M 3.59% 5
2024
Q1 		$6.57M Sell
317,763
-8,946
-3% -$176K 3.75% 5
2023
Q4 		$6.14M Buy
326,709
+4,761
+1% +$83.6K 3.97% 5
2023
Q3 		$5.46M Buy
321,948
+1,545
+0.5% +$27.1K 3.9% 5
2023
Q2 		$5.75M Sell
320,403
-1,200
-0.4% -$19.8K 4.03% 5
2023
Q1 		$5.13M Buy
321,603
+990
+0.3% +$15.6K 3.91% 8
2022
Q4 		$5.16M Buy
320,613
+37,821
+13% +$572K 3.97% 7
2022
Q3 		$3.99M Sell
282,792
-2,685
-0.9% -$42.1K 3.49% 9
2022
Q2 		$4.34M Buy
285,477
+3,963
+1% +$64.2K 3.54% 10
2022
Q1 		$4.65M Sell
281,514
-3,078
-1% -$54.5K 3.66% 10
2021
Q4 		$5.06M Buy
+284,592
New +$5.26M 3.82% 9

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

ETF Store's SCHX Position: Q3 2026 in Review

ETF Store increased its Schwab US Large- Cap ETF (SCHX) stake by 0.07% in Q3 2026, buying an estimated $3.24K and bringing the position to 148,335 shares worth $4.45M. The position accounts for 3.66% of the portfolio, ranked #6.

ETF Store first reported a position in SCHX in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.57M in Q1 2024. 769 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • ETF Store held 148,335 shares of Schwab US Large- Cap ETF worth $4.45M as of Q3 2026.
  • ETF Store bought 108 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $3.24K.
  • Schwab US Large- Cap ETF made up 3.66% of ETF Store's portfolio in Q3 2026, its #6 holding.
  • ETF Store first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • ETF Store's Schwab US Large- Cap ETF position peaked at $6.57M in Q1 2024.
  • 769 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on ETF Store's 13F filing for Q3 2026, filed 19 Oct 2026.