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

FC Advisory’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	$410K	Buy	13,662 +77	+0.6%	+$2.31K	0.11%	88
2026 Q2	$400K	Buy	13,585 +209	+2%	+$5.97K	0.11%	88
2026 Q1	$343K	Buy	13,376 +135	+1%	+$3.62K	0.1%	90
2025 Q4	$356K	Sell	13,241 -646	-5%	-$17.3K	0.1%	91
2025 Q3	$366K	Sell	13,887 -308	-2%	-$7.82K	0.11%	89
2025 Q2	$347K	Buy	14,195 +61	+0.4%	+$1.38K	0.11%	91
2025 Q1	$312K	Sell	14,134 -505	-3%	-$11.8K	0.11%	90
2024 Q4	$339K	Sell	14,639 -1,498	-9%	-$34.9K	0.11%	84
2024 Q3	$365K	Sell	16,137 -1,479	-8%	-$32.2K	0.12%	83
2024 Q2	$377K	Sell	17,616 -99	-0.6%	-$2.05K	0.14%	76
2024 Q1	$366K	Sell	17,715 -1,638	-8%	-$32.2K	0.14%	78
2023 Q4	$364K	Sell	19,353 -294	-1%	-$5.16K	0.14%	78
2023 Q3	$331K	Sell	19,647 -48	-0.2%	-$842	0.14%	79
2023 Q2	$344K	Buy	19,695 +63	+0.3%	+$1.04K	0.14%	76
2023 Q1	$317K	Buy	19,632 +978	+5%	+$15.4K	0.14%	78
2022 Q4	$281K	Buy	+18,654	New	+$282K	0.13%	78

Other funds holding SCHX

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

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

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

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 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 Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

FC Advisory's SCHX Position: Q3 2026 in Review

FC Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 0.57% in Q3 2026, buying an estimated $2.31K and bringing the position to 13,662 shares worth $410K. The position accounts for 0.11% of the portfolio, ranked #88.

FC Advisory first reported a position in SCHX in Q4 2022 and has held it in 16 quarters since. 347 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

FC Advisory held 13,662 shares of Schwab US Large- Cap ETF worth $410K as of Q3 2026.
FC Advisory bought 77 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $2.31K.
Schwab US Large- Cap ETF made up 0.11% of FC Advisory's portfolio in Q3 2026, its #88 holding.
FC Advisory first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 16 quarters since.
347 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.