Stewardship Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stewardship Advisors’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	$745K	Sell	24,834 -13,789	-36%	-$413K	0.16%	69
2026 Q2	$1.14M	Sell	38,623 -1,331	-3%	-$38K	0.24%	55
2026 Q1	$1.02M	Buy	39,954 +2,519	+7%	+$67.6K	0.24%	56
2025 Q4	$1.01M	Sell	37,435 -864	-2%	-$23.1K	0.23%	56
2025 Q3	$1.01M	Sell	38,299 -5,254	-12%	-$133K	0.24%	52
2025 Q2	$1.06M	Buy	43,553 +930	+2%	+$21K	0.27%	50
2025 Q1	$941K	Buy	42,623 +4,135	+11%	+$96.3K	0.25%	49
2024 Q4	$892K	Buy	38,488 +5,746	+18%	+$134K	0.25%	54
2024 Q3	$741K	Buy	+32,742	New	+$713K	0.21%	58

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Stewardship Advisors's SCHX Position: Q3 2026 in Review

Stewardship Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 36% in Q3 2026, selling an estimated $413K and leaving 24,834 shares worth $745K. The position accounts for 0.16% of the portfolio, ranked #69.

Stewardship Advisors first reported a position in SCHX in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q2 2026. 1,280 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Stewardship Advisors held 24,834 shares of Schwab US Large- Cap ETF worth $745K as of Q3 2026.
Stewardship Advisors sold 13,789 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $413K.
Schwab US Large- Cap ETF made up 0.16% of Stewardship Advisors's portfolio in Q3 2026, its #69 holding.
Stewardship Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 9 quarters since.
Stewardship Advisors's Schwab US Large- Cap ETF position peaked at $1.14M in Q2 2026.
1,280 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.