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Prairie Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Prairie Advisory’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 		$563K Buy
18,754
+9,472
+102% +$284K 0.07% 136
2026
Q2 		$273K Buy
+9,282
New +$265K 0.06% 143

Other funds holding SCHX

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
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

Prairie Advisory's SCHX Position: Q3 2026 in Review

Prairie Advisory increased its Schwab US Large- Cap ETF (SCHX) stake by 102% in Q3 2026, buying an estimated $284K and bringing the position to 18,754 shares worth $563K. The position accounts for 0.07% of the portfolio, ranked #136.

Prairie Advisory first reported a position in SCHX in Q2 2026 and has held it in 2 quarters since. 910 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Prairie Advisory held 18,754 shares of Schwab US Large- Cap ETF worth $563K as of Q3 2026.
  • Prairie Advisory bought 9,472 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $284K.
  • Schwab US Large- Cap ETF made up 0.07% of Prairie Advisory's portfolio in Q3 2026, its #136 holding.
  • Prairie Advisory first reported a position in Schwab US Large- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 910 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Prairie Advisory's 13F filing for Q3 2026, filed 19 Oct 2026.