GEM Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

GEM Asset 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	$579K	Buy	19,292 +33	+0.2%	+$988	0.23%	59
2026 Q2	$567K	Buy	19,259 +1,052	+6%	+$30K	0.22%	62
2026 Q1	$467K	Buy	18,207 +3	+0%	+$80	0.21%	66
2025 Q4	$496K	Buy	18,204 +3	+0%	+$80	0.22%	64
2025 Q3	$482K	Buy	18,201 +239	+1%	+$6.07K	0.23%	64
2025 Q2	$442K	Buy	17,962 +5,035	+39%	+$114K	0.23%	63
2025 Q1	$287K	Buy	12,927 +70	+0.5%	+$1.63K	0.16%	78
2024 Q4	$298K	Buy	12,857 +2	+0%	+$47	0.17%	76
2024 Q3	$288K	Sell	12,855 -144	-1%	-$3.14K	0.16%	77
2024 Q2	$278K	Sell	12,999 -684	-5%	-$14.1K	0.17%	70
2024 Q1	$271K	Buy	13,683 +6	+0%	+$118	0.18%	70
2023 Q4	$257K	Buy	13,677 +1,818	+15%	+$31.9K	0.18%	70
2023 Q3	$200K	Hold	11,859	–	–	0.16%	80
2023 Q2	$207K	Buy	+11,859	New	+$196K	0.16%	76

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GEM Asset Management's SCHX Position: Q3 2026 in Review

GEM Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.17% in Q3 2026, buying an estimated $988 and bringing the position to 19,292 shares worth $579K. The position accounts for 0.23% of the portfolio, ranked #59.

GEM Asset Management first reported a position in SCHX in Q2 2023 and has held it in 14 quarters since. 1,372 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

GEM Asset Management held 19,292 shares of Schwab US Large- Cap ETF worth $579K as of Q3 2026.
GEM Asset Management bought 33 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $988.
Schwab US Large- Cap ETF made up 0.23% of GEM Asset Management's portfolio in Q3 2026, its #59 holding.
GEM Asset Management first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 14 quarters since.
1,372 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on GEM Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.