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Nautilus Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Nautilus Advisors’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 		$509K Hold
16,950
– – 0.31% 93
2026
Q2 		$504K Hold
16,950
– – 0.3% 97
2026
Q1 		$435K Hold
16,950
– – 0.3% 93
2025
Q4 		$456K Hold
16,950
– – 0.3% 95
2025
Q3 		$446K Hold
16,950
– – 0.3% 97
2025
Q2 		$414K Buy
16,950
+294
+2% +$6.65K 0.3% 90
2025
Q1 		$368K Hold
16,656
– – 0.3% 92
2024
Q4 		$386K Buy
+16,656
New +$388K 0.31% 88

Other funds holding SCHX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

Nautilus Advisors's SCHX Position: Q3 2026 in Review

Nautilus Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 16,950 shares worth $509K. The position accounts for 0.31% of the portfolio, ranked #93.

Nautilus Advisors first reported a position in SCHX in Q4 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Nautilus Advisors held 16,950 shares of Schwab US Large- Cap ETF worth $509K as of Q3 2026.
  • Nautilus Advisors left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.31% of Nautilus Advisors's portfolio in Q3 2026, its #93 holding.
  • Nautilus Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.