Foguth Wealth Management
SCHX icon

Foguth Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Foguth Wealth 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 		$340K Buy
11,329
+1,288
+13% +$38.6K 0.03% 164
2026
Q2 		$294K Sell
10,041
-12
-0.1% -$343 0.03% 173
2026
Q1 		$299K Sell
10,053
-223
-2% -$5.98K 0.03% 162
2025
Q4 		$277K Buy
+10,276
New +$274K 0.04% 138
2025
Q2 		$235K Sell
9,627
-2,276
-19% -$51.5K 0.05% 123
2025
Q1 		$263K Buy
+11,903
New +$277K 0.06% 124

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Foguth Wealth Management's SCHX Position: Q3 2026 in Review

Foguth Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q3 2026, buying an estimated $38.6K and bringing the position to 11,329 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #164.

Foguth Wealth Management first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Foguth Wealth Management held 11,329 shares of Schwab US Large- Cap ETF worth $340K as of Q3 2026.
  • Foguth Wealth Management bought 1,288 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $38.6K.
  • Schwab US Large- Cap ETF made up 0.03% of Foguth Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Foguth Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.