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Lawood & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lawood & Co’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 		$234K Hold
7,800
– – 0.16% 91
2026
Q2 		$230K Buy
+7,800
New +$223K 0.16% 91
2026
Q1 		– Sell
-7,800
Closed -$210K – 94
2025
Q4 		$210K Buy
+7,800
New +$208K 0.2% 89

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

Lawood & Co's SCHX Position: Q3 2026 in Review

Lawood & Co held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 7,800 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #91.

Lawood & Co first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Lawood & Co held 7,800 shares of Schwab US Large- Cap ETF worth $234K as of Q3 2026.
  • Lawood & Co left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.16% of Lawood & Co's portfolio in Q3 2026, its #91 holding.
  • Lawood & Co first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.