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

FAI Advisors’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	Sell	85,415 -47,545	-36%	-$1.42M	1%	23
2026 Q2	$3.91M	Buy	132,960 +4,028	+3%	+$115K	1.54%	16
2026 Q1	$3.31M	Buy	128,932 +7,686	+6%	+$206K	1.47%	16
2025 Q4	$3.26M	Buy	121,246 +748	+0.6%	+$20K	1.44%	17
2025 Q3	$3.17M	Sell	120,498 -13,365	-10%	-$339K	1.43%	15
2025 Q2	$3.27M	Sell	133,863 -12,897	-9%	-$292K	1.61%	16
2025 Q1	$3.24M	Sell	146,760 -76,064	-34%	-$1.77M	1.73%	14
2024 Q4	$5.17M	Buy	+222,824	New	+$5.19M	2.32%	11

Other funds holding SCHX

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

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

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

FAI Advisors's SCHX Position: Q3 2026 in Review

FAI Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 36% in Q3 2026, selling an estimated $1.42M and leaving 85,415 shares worth $2.56M. The position accounts for 1% of the portfolio, ranked #23.

FAI Advisors first reported a position in SCHX in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.17M in Q4 2024. 764 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

FAI Advisors held 85,415 shares of Schwab US Large- Cap ETF worth $2.56M as of Q3 2026.
FAI Advisors sold 47,545 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $1.42M.
Schwab US Large- Cap ETF made up 1% of FAI Advisors's portfolio in Q3 2026, its #23 holding.
FAI Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 8 quarters since.
FAI Advisors's Schwab US Large- Cap ETF position peaked at $5.17M in Q4 2024.
764 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.