SBK Financial
SCHX icon

SBK Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

SBK Financial’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 		$42.7K Hold
1,422
– – 0.02% 126
2026
Q2 		$41.8K Hold
1,422
– – 0.03% 136
2026
Q1 		$36.5K Buy
+1,422
New +$38.1K 0.03% 124
2022
Q1 		– Sell
-1,422
Closed -$27K – 120
2021
Q4 		$27K Buy
+1,422
New +$26.3K 0.02% 108

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

SBK Financial's SCHX Position: Q3 2026 in Review

SBK Financial held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 1,422 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #126.

SBK Financial first reported a position in SCHX in Q4 2021 and has held it in 4 quarters since. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • SBK Financial held 1,422 shares of Schwab US Large- Cap ETF worth $42.7K as of Q3 2026.
  • SBK Financial left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.02% of SBK Financial's portfolio in Q3 2026, its #126 holding.
  • SBK Financial first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • 1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.