Foster Group
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Foster Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Foster Group’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 		$2.51M Buy
83,789
+530
+0.6% +$15.9K 0.07% 82
2026
Q2 		$2.45M Sell
83,259
-823
-1% -$23.5K 0.07% 81
2026
Q1 		$2.16M Buy
84,082
+10,688
+15% +$287K 0.06% 79
2025
Q4 		$1.98M Buy
73,394
+3,272
+5% +$87.4K 0.06% 80
2025
Q3 		$1.85M Buy
70,122
+187
+0.3% +$4.75K 0.06% 81
2025
Q2 		$1.71M Buy
69,935
+197
+0.3% +$4.45K 0.06% 78
2025
Q1 		$1.54M Buy
69,738
+206
+0.3% +$4.8K 0.06% 73
2024
Q4 		$1.61M Sell
69,532
-284
-0.4% -$6.62K 0.06% 69
2024
Q3 		$1.58M Sell
69,816
-5,754
-8% -$125K 0.06% 70
2024
Q2 		$1.62M Buy
75,570
+7,980
+12% +$165K 0.06% 71
2024
Q1 		$1.4M Buy
67,590
+8,856
+15% +$174K 0.07% 73
2023
Q4 		$991K Hold
58,734
– – 0.06% 72
2023
Q3 		$991K Sell
58,734
-3,471
-6% -$60.9K 0.06% 72
2023
Q2 		$1.09M Sell
62,205
-6,000
-9% -$99.1K 0.07% 68
2023
Q1 		$1.1M Buy
68,205
+4,188
+7% +$65.9K 0.07% 65
2022
Q4 		$963K Buy
64,017
+2,100
+3% +$31.8K 0.07% 66
2022
Q3 		$874K Buy
61,917
+7,011
+13% +$110K 0.07% 62
2022
Q2 		$817K Buy
54,906
+3,948
+8% +$64K 0.06% 70
2022
Q1 		$915K Buy
50,958
+23,748
+87% +$420K 0.08% 65
2021
Q4 		$516K Sell
27,210
-18,174
-40% -$336K 0.04% 87
2021
Q3 		$787K Buy
45,384
+126
+0.3% +$2.25K 0.08% 66
2021
Q2 		$784K Buy
45,258
+7,170
+19% +$121K 0.09% 65
2021
Q1 		$610K Buy
38,088
+5,082
+15% +$79.6K 0.09% 63
2020
Q4 		$499K Buy
+33,006
New +$472K 0.09% 60

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

Foster Group's SCHX Position: Q3 2026 in Review

Foster Group increased its Schwab US Large- Cap ETF (SCHX) stake by 0.64% in Q3 2026, buying an estimated $15.9K and bringing the position to 83,789 shares worth $2.51M. The position accounts for 0.07% of the portfolio, ranked #82.

Foster Group first reported a position in SCHX in Q4 2020 and has held it in 24 quarters since. 351 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Foster Group held 83,789 shares of Schwab US Large- Cap ETF worth $2.51M as of Q3 2026.
  • Foster Group bought 530 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $15.9K.
  • Schwab US Large- Cap ETF made up 0.07% of Foster Group's portfolio in Q3 2026, its #82 holding.
  • Foster Group first reported a position in Schwab US Large- Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • 351 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.