Paladin Wealth
SCHX icon

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

Paladin 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 		$436K Hold
14,544
– – 0.24% 108
2026
Q2 		$428K Hold
14,544
– – 0.25% 104
2026
Q1 		$373K Hold
14,544
– – 0.26% 103
2025
Q4 		$391K Hold
14,544
– – 0.27% 103
2025
Q3 		$383K Sell
14,544
-1,069
-7% -$27.1K 0.28% 101
2025
Q2 		$382K Buy
+15,613
New +$353K 0.3% 101

Other funds holding SCHX

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
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
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Paladin Wealth's SCHX Position: Q3 2026 in Review

Paladin Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 14,544 shares worth $436K. The position accounts for 0.24% of the portfolio, ranked #108.

Paladin Wealth first reported a position in SCHX in Q2 2025 and has held it in 6 quarters since. 764 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Paladin Wealth held 14,544 shares of Schwab US Large- Cap ETF worth $436K as of Q3 2026.
  • Paladin Wealth left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.24% of Paladin Wealth's portfolio in Q3 2026, its #108 holding.
  • Paladin Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 764 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Paladin Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.