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

Level 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	$457K	Buy	+15,222	New	+$456K	0.17%	45

Other funds holding SCHX

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

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

Level Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 15,222 shares worth $457K. The stake represents 0.17% of the portfolio and ranks #45 among its holdings.

580 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Level Wealth Management held 15,222 shares of Schwab US Large- Cap ETF worth $457K as of Q3 2026.
Schwab US Large- Cap ETF was a new Level Wealth Management position in Q3 2026.
Schwab US Large- Cap ETF made up 0.17% of Level Wealth Management's portfolio in Q3 2026, its #45 holding.
580 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.