McCarley & Cook Financial Planners’s Schwab US Large- Cap ETF SCHX Stock Holding History

McCarley & Cook Financial Planners’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	$994K	Buy	33,148 +1,918	+6%	+$57.5K	0.75%	17
2026 Q2	$919K	Sell	31,230 -4,713	-13%	-$135K	0.71%	18
2026 Q1	$922K	Buy	35,943 +4,424	+14%	+$119K	0.8%	18
2025 Q4	$848K	Buy	+31,519	New	+$842K	0.77%	19

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

McCarley & Cook Financial Planners's SCHX Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Schwab US Large- Cap ETF (SCHX) stake by 6.1% in Q3 2026, buying an estimated $57.5K and bringing the position to 33,148 shares worth $994K. The position accounts for 0.75% of the portfolio, ranked #17.

McCarley & Cook Financial Planners first reported a position in SCHX in Q4 2025 and has held it in 4 quarters since. 557 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

McCarley & Cook Financial Planners held 33,148 shares of Schwab US Large- Cap ETF worth $994K as of Q3 2026.
McCarley & Cook Financial Planners bought 1,918 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $57.5K.
Schwab US Large- Cap ETF made up 0.75% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #17 holding.
McCarley & Cook Financial Planners first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 4 quarters since.
557 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.