Mindset Wealth Management
SCHX icon

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

Mindset 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 		$478K Buy
15,923
+1,803
+13% +$54K 0.09% 103
2026
Q2 		$416K Buy
14,120
+153
+1% +$4.37K 0.08% 108
2026
Q1 		$358K Buy
13,967
+5
+0% +$134 0.1% 109
2025
Q4 		$376K Buy
13,962
+523
+4% +$14K 0.1% 109
2025
Q3 		$354K Buy
13,439
+2,754
+26% +$69.9K 0.1% 107
2025
Q2 		$261K Buy
10,685
+14
+0.1% +$317 0.09% 126
2025
Q1 		$236K Buy
+10,671
New +$248K 0.09% 125

Other funds holding SCHX

Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FSA Investment Group
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

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

Mindset Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q3 2026, buying an estimated $54K and bringing the position to 15,923 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #103.

Mindset Wealth Management first reported a position in SCHX in Q1 2025 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Mindset Wealth Management held 15,923 shares of Schwab US Large- Cap ETF worth $478K as of Q3 2026.
  • Mindset Wealth Management bought 1,803 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $54K.
  • Schwab US Large- Cap ETF made up 0.09% of Mindset Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Mindset Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • 580 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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