MKD Wealth Coaches
SCHX icon

MKD Wealth Coaches’s Schwab US Large- Cap ETF SCHX Stock Holding History

MKD Wealth Coaches’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 		$357K Buy
11,885
+192
+2% +$5.75K 0.29% 22
2026
Q2 		$344K Sell
11,693
-405
-3% -$11.6K 0.29% 21
2026
Q1 		$310K Buy
12,098
+148
+1% +$3.97K 0.31% 20
2025
Q4 		$322K Buy
11,950
+274
+2% +$7.32K 0.32% 19
2025
Q3 		$308K Buy
11,676
+221
+2% +$5.61K 0.31% 20
2025
Q2 		$280K Buy
11,455
+246
+2% +$5.56K 0.3% 19
2025
Q1 		$248K Sell
11,209
-1,069
-9% -$24.9K 0.28% 21
2024
Q4 		$285K Buy
+12,278
New +$286K 0.29% 22
2021
Q4 		$221K Buy
11,664
+114
+1% +$2.11K 0.3% 23
2021
Q3 		$200K Buy
+11,550
New +$206K 0.31% 19
2019
Q3 		– Sell
-4,728
Closed -$55K – 169
2019
Q2 		$55K Buy
4,728
+54
+1% +$620 0.05% 83
2019
Q1 		$53K Buy
4,674
+78
+2% +$845 0.05% 81
2018
Q4 		$46K Buy
+4,596
New +$49.3K 0.05% 86

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 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
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MKD Wealth Coaches's SCHX Position: Q3 2026 in Review

MKD Wealth Coaches increased its Schwab US Large- Cap ETF (SCHX) stake by 1.6% in Q3 2026, buying an estimated $5.75K and bringing the position to 11,885 shares worth $357K. The position accounts for 0.29% of the portfolio, ranked #22.

MKD Wealth Coaches first reported a position in SCHX in Q4 2018 and has held it in 13 quarters since. 1,017 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • MKD Wealth Coaches held 11,885 shares of Schwab US Large- Cap ETF worth $357K as of Q3 2026.
  • MKD Wealth Coaches bought 192 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $5.75K.
  • Schwab US Large- Cap ETF made up 0.29% of MKD Wealth Coaches's portfolio in Q3 2026, its #22 holding.
  • MKD Wealth Coaches first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 13 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.