Intelligence Driven Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Intelligence Driven Advisers’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	$330K	Hold	11,001	–	–	0.06%	99
2026 Q2	$324K	Buy	+11,001	New	+$314K	0.05%	100
2026 Q1	–	Sell	-10,420	Closed	-$280K	–	145
2025 Q4	$280K	Buy	+10,420	New	+$278K	0.04%	102
2019 Q4	–	Sell	-25,608	Closed	-$303K	–	93
2019 Q3	$303K	Hold	25,608	–	–	0.14%	70
2019 Q2	$300K	Hold	25,608	–	–	0.14%	85
2019 Q1	$289K	Sell	25,608 -378	-1%	-$4.1K	0.16%	75
2018 Q4	$259K	Buy	+25,986	New	+$279K	0.16%	83

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

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

Intelligence Driven Advisers's SCHX Position: Q3 2026 in Review

Intelligence Driven Advisers held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 11,001 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #99.

Intelligence Driven Advisers first reported a position in SCHX in Q4 2018 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Intelligence Driven Advisers held 11,001 shares of Schwab US Large- Cap ETF worth $330K as of Q3 2026.
Intelligence Driven Advisers left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
Schwab US Large- Cap ETF made up 0.06% of Intelligence Driven Advisers's portfolio in Q3 2026, its #99 holding.
Intelligence Driven Advisers first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.