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

Olistico Wealth’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 		$147K Hold
4,905
– – 0.06% 113
2026
Q2 		$144K Hold
4,905
– – 0.06% 114
2026
Q1 		$126K Hold
4,905
– – 0.06% 116
2025
Q4 		$132K Buy
+4,905
New +$131K 0.06% 110
2025
Q3 		– Sell
-4,905
Closed -$120K – 291
2025
Q2 		$120K Hold
4,905
– – 0.07% 116
2025
Q1 		$108K Hold
4,905
– – 0.07% 121
2024
Q4 		$114K Hold
4,905
– – 0.07% 121
2024
Q3 		$111K Hold
4,905
– – 0.07% 124
2024
Q2 		$105K Buy
+4,905
New +$101K 0.07% 126

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Diversified Enterprises
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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

Olistico Wealth's SCHX Position: Q3 2026 in Review

Olistico Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 4,905 shares worth $147K. The position accounts for 0.06% of the portfolio, ranked #113.

Olistico Wealth first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Olistico Wealth held 4,905 shares of Schwab US Large- Cap ETF worth $147K as of Q3 2026.
  • Olistico Wealth left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.06% of Olistico Wealth's portfolio in Q3 2026, its #113 holding.
  • Olistico Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 580 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.