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

LongView 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	$12.5M	Sell	415,064 -3,178	-0.8%	-$95.2K	3%	7
2026 Q2	$12.3M	Buy	418,242 +138	+0%	+$3.94K	3.16%	6
2026 Q1	$11.4M	Sell	418,104 -5,816	-1%	-$156K	2.87%	7
2025 Q4	$11.6M	Sell	423,920 -2,952	-0.7%	-$78.8K	2.81%	6
2025 Q3	$11.2M	Sell	426,872 -5,636	-1%	-$143K	3.05%	5
2025 Q2	$10.6M	Buy	432,508 +13,527	+3%	+$306K	3.2%	5
2025 Q1	$9.25M	Buy	418,981 +25,392	+6%	+$591K	2.77%	7
2024 Q4	$9.12M	Buy	393,589 +10,588	+3%	+$247K	2.78%	8
2024 Q3	$8.66M	Buy	383,001 +65,631	+21%	+$1.43M	2.76%	7
2024 Q2	$6.8M	Buy	317,370 +45,492	+17%	+$940K	2.51%	8
2024 Q1	$5.62M	Buy	271,878 +34,794	+15%	+$685K	2.23%	8
2023 Q4	$4.44M	Buy	+237,084	New	+$4.16M	1.98%	10

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

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

LongView Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.76% in Q3 2026, selling an estimated $95.2K and leaving 415,064 shares worth $12.5M. The position accounts for 3% of the portfolio, ranked #7.

LongView Wealth Management first reported a position in SCHX in Q4 2023 and has held it in 12 quarters since. 580 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

LongView Wealth Management held 415,064 shares of Schwab US Large- Cap ETF worth $12.5M as of Q3 2026.
LongView Wealth Management sold 3,178 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $95.2K.
Schwab US Large- Cap ETF made up 3% of LongView Wealth Management's portfolio in Q3 2026, its #7 holding.
LongView Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 12 quarters since.
580 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.