Rede Wealth
SCHX icon

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

Rede 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 		$953K Hold
31,782
– – 0.31% 32
2026
Q2 		$935K Hold
31,782
– – 0.31% 36
2026
Q1 		$815K Hold
31,782
– – 0.29% 41
2025
Q4 		$855K Buy
+31,782
New +$849K 0.3% 39
2025
Q3 		– Sell
-31,782
Closed -$777K – 170
2025
Q2 		$777K Hold
31,782
– – 0.28% 38
2025
Q1 		$702K Hold
31,782
– – 0.25% 39
2024
Q4 		$737K Hold
31,782
– – 0.28% 41
2024
Q3 		$719K Hold
31,782
– – 0.27% 41
2024
Q2 		$681K Buy
+31,782
New +$657K 0.63% 38

Other funds holding SCHX

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
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

Rede Wealth's SCHX Position: Q3 2026 in Review

Rede Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 31,782 shares worth $953K. The position accounts for 0.31% of the portfolio, ranked #32.

Rede 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.

  • Rede Wealth held 31,782 shares of Schwab US Large- Cap ETF worth $953K as of Q3 2026.
  • Rede Wealth left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.31% of Rede Wealth's portfolio in Q3 2026, its #32 holding.
  • Rede 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 Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.