Shira Ridge Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Shira Ridge Wealth Management’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	$292K	Hold	9,735	–	–	0.1%	65
2026 Q2	$287K	Hold	9,735	–	–	0.1%	66
2026 Q1	$250K	Hold	9,735	–	–	0.1%	66
2025 Q4	$262K	Hold	9,735	–	–	0.11%	65
2025 Q3	$256K	Hold	9,735	–	–	0.11%	72
2025 Q2	$238K	Hold	9,735	–	–	0.11%	72
2025 Q1	$215K	Hold	9,735	–	–	0.11%	72
2024 Q4	$226K	Hold	9,735	–	–	0.11%	72
2024 Q3	$220K	Hold	9,735	–	–	0.11%	74
2024 Q2	$209K	Hold	9,735	–	–	0.12%	73
2024 Q1	$201K	Buy	+9,735	New	+$192K	0.12%	73

Other funds holding SCHX

FFA

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

SWM

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

FIG

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

Shira Ridge Wealth Management's SCHX Position: Q3 2026 in Review

Shira Ridge Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 9,735 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #65.

Shira Ridge Wealth Management first reported a position in SCHX in Q1 2024 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Shira Ridge Wealth Management held 9,735 shares of Schwab US Large- Cap ETF worth $292K as of Q3 2026.
Shira Ridge Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
Schwab US Large- Cap ETF made up 0.1% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #65 holding.
Shira Ridge Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 11 quarters since.
95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.