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

Gilpin 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 		$410K Buy
13,675
+6,786
+99% +$203K 0.28% 84
2026
Q2 		$203K Buy
+6,889
New +$197K 0.14% 131

Other funds holding SCHX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

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

Gilpin Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 99% in Q3 2026, buying an estimated $203K and bringing the position to 13,675 shares worth $410K. The position accounts for 0.28% of the portfolio, ranked #84.

Gilpin Wealth Management first reported a position in SCHX in Q2 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Gilpin Wealth Management held 13,675 shares of Schwab US Large- Cap ETF worth $410K as of Q3 2026.
  • Gilpin Wealth Management bought 6,786 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $203K.
  • Schwab US Large- Cap ETF made up 0.28% of Gilpin Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Gilpin Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.