LPWM LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

LPWM LLC’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	$233K	Buy	+7,753	New	+$232K	0.05%	94

Other funds holding SCHX

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

LPWM LLC's SCHX Position: Q3 2026 in Review

LPWM LLC opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 7,753 shares worth $233K. The stake represents 0.05% of the portfolio and ranks #94 among its holdings.

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

LPWM LLC held 7,753 shares of Schwab US Large- Cap ETF worth $233K as of Q3 2026.
Schwab US Large- Cap ETF was a new LPWM LLC position in Q3 2026.
Schwab US Large- Cap ETF made up 0.05% of LPWM LLC's portfolio in Q3 2026, its #94 holding.
910 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.