Sensible Money
SCHX icon

Sensible Money’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sensible Money’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 		$302K Hold
10,067
– – 0.08% 76
2026
Q2 		$296K Buy
10,067
+183
+2% +$5.23K 0.08% 76
2026
Q1 		$253K Hold
9,884
– – 0.08% 73
2025
Q4 		$266K Hold
9,884
– – 0.08% 69
2025
Q3 		$260K Hold
9,884
– – 0.09% 70
2025
Q2 		$242K Hold
9,884
– – 0.09% 76
2025
Q1 		$218K Hold
9,884
– – 0.09% 76
2024
Q4 		$229K Sell
9,884
-1
-0% -$23 0.1% 76
2024
Q3 		$224K Hold
9,885
– – 0.1% 77
2024
Q2 		$212K Hold
9,885
– – 0.1% 77
2024
Q1 		$204K Buy
+9,885
New +$195K 0.11% 78

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

Sensible Money's SCHX Position: Q3 2026 in Review

Sensible Money held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 10,067 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #76.

Sensible Money first reported a position in SCHX in Q1 2024 and has held it in 11 quarters since. 1,489 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Sensible Money held 10,067 shares of Schwab US Large- Cap ETF worth $302K as of Q3 2026.
  • Sensible Money left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.08% of Sensible Money's portfolio in Q3 2026, its #76 holding.
  • Sensible Money first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,489 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.