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

Financial Designs’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	$361K	Sell	12,040 -2,132	-15%	-$63.9K	0.19%	27
2026 Q2	$417K	Hold	14,172	–	–	0.22%	27
2026 Q1	$363K	Hold	14,172	–	–	0.2%	28
2025 Q4	$381K	Hold	14,172	–	–	0.22%	23
2025 Q3	$382K	Hold	14,172	–	–	0.22%	22
2025 Q2	$346K	Hold	14,172	–	–	0.21%	26
2025 Q1	$313K	Hold	14,172	–	–	0.22%	19
2024 Q4	$329K	Buy	+14,172	New	+$330K	0.22%	19
2023 Q4	–	Sell	-14,172	Closed	-$239K	–	24
2023 Q3	$239K	Buy	+14,172	New	+$249K	0.18%	24

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

Financial Designs's SCHX Position: Q3 2026 in Review

Financial Designs reduced its Schwab US Large- Cap ETF (SCHX) stake by 15% in Q3 2026, selling an estimated $63.9K and leaving 12,040 shares worth $361K. The position accounts for 0.19% of the portfolio, ranked #27.

Financial Designs first reported a position in SCHX in Q3 2023 and has held it in 9 quarters since. The position peaked at $417K in Q2 2026. 802 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Financial Designs held 12,040 shares of Schwab US Large- Cap ETF worth $361K as of Q3 2026.
Financial Designs sold 2,132 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $63.9K.
Schwab US Large- Cap ETF made up 0.19% of Financial Designs's portfolio in Q3 2026, its #27 holding.
Financial Designs first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 9 quarters since.
Financial Designs's Schwab US Large- Cap ETF position peaked at $417K in Q2 2026.
802 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.