Flagship Capital Management
SCHX icon

Flagship Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Flagship Capital Management’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 		$1.5M Buy
49,975
+786
+2% +$23.5K 0.91% 28
2026
Q2 		$1.45M Buy
49,189
+954
+2% +$27.2K 0.91% 29
2026
Q1 		$1.24M Sell
48,235
-771
-2% -$20.7K 0.91% 29
2025
Q4 		$1.32M Buy
+49,006
New +$1.31M 0.93% 30

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HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
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
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Flagship Capital Management's SCHX Position: Q3 2026 in Review

Flagship Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q3 2026, buying an estimated $23.5K and bringing the position to 49,975 shares worth $1.5M. The position accounts for 0.91% of the portfolio, ranked #28.

Flagship Capital Management first reported a position in SCHX in Q4 2025 and has held it in 4 quarters since. 1,076 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Flagship Capital Management held 49,975 shares of Schwab US Large- Cap ETF worth $1.5M as of Q3 2026.
  • Flagship Capital Management bought 786 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $23.5K.
  • Schwab US Large- Cap ETF made up 0.91% of Flagship Capital Management's portfolio in Q3 2026, its #28 holding.
  • Flagship Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Flagship Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.