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

Farrell Financial’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 		$12.9M Sell
430,931
-2,248
-0.5% -$67.3K 6.92% 3
2026
Q2 		$12.7M Buy
433,179
+436
+0.1% +$12.4K 6.89% 3
2026
Q1 		$11.1M Buy
432,743
+339
+0.1% +$9.09K 6.63% 2
2025
Q4 		$11.6M Sell
432,404
-6,106
-1% -$163K 6.86% 3
2025
Q3 		$11.6M Sell
438,510
-4,262
-1% -$108K 7.24% 2
2025
Q2 		$10.8M Sell
442,772
-1,644
-0.4% -$37.2K 7.26% 2
2025
Q1 		$9.8M Buy
444,416
+22,233
+5% +$518K 7.14% 2
2024
Q4 		$9.8M Sell
422,183
-843,469
-67% -$19.7M 7% 2
2024
Q3 		$10M Buy
1,265,652
+826,653
+188% +$18M 7.06% 2
2024
Q2 		$9.4M Sell
438,999
-11,595
-3% -$240K 7.32% 2
2024
Q1 		$9.32M Sell
450,594
-9,279
-2% -$183K 7.63% 2
2023
Q4 		$7.77M Buy
+459,873
New +$8.08M 7.77% 2

Other funds holding SCHX

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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
SAM
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Farrell Financial's SCHX Position: Q3 2026 in Review

Farrell Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.52% in Q3 2026, selling an estimated $67.3K and leaving 430,931 shares worth $12.9M. The position accounts for 6.92% of the portfolio, ranked #3.

Farrell Financial first reported a position in SCHX in Q4 2023 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Farrell Financial held 430,931 shares of Schwab US Large- Cap ETF worth $12.9M as of Q3 2026.
  • Farrell Financial sold 2,248 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $67.3K.
  • Schwab US Large- Cap ETF made up 6.92% of Farrell Financial's portfolio in Q3 2026, its #3 holding.
  • Farrell Financial first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 372 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.