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

Seros 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	$6.91M	Buy	230,291 +43,623	+23%	+$1.31M	3.51%	10
2026 Q2	$5.49M	Buy	186,668 +25,052	+16%	+$715K	2.86%	11
2026 Q1	$4.14M	Buy	161,616 +35,597	+28%	+$955K	2.64%	13
2025 Q4	$3.39M	Buy	126,019 +37,154	+42%	+$992K	1.99%	15
2025 Q3	$2.34M	Buy	88,865 +4,209	+5%	+$107K	1.42%	17
2025 Q2	$2.07M	Buy	84,656 +8,763	+12%	+$198K	1.31%	16
2025 Q1	$1.68M	Buy	75,893 +38,887	+105%	+$905K	1.25%	16
2024 Q4	$2.38M	Buy	+37,006	New	+$862K	2.14%	13

Other funds holding SCHX

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Seros Financial's SCHX Position: Q3 2026 in Review

Seros Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 23% in Q3 2026, buying an estimated $1.31M and bringing the position to 230,291 shares worth $6.91M. The position accounts for 3.51% of the portfolio, ranked #10.

Seros Financial first reported a position in SCHX in Q4 2024 and has held it in 8 quarters since. 645 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Seros Financial held 230,291 shares of Schwab US Large- Cap ETF worth $6.91M as of Q3 2026.
Seros Financial bought 43,623 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $1.31M.
Schwab US Large- Cap ETF made up 3.51% of Seros Financial's portfolio in Q3 2026, its #10 holding.
Seros Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 8 quarters since.
645 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.