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Stone Summit Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stone Summit Wealth’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 		$1.86M Sell
61,897
-2,829
-4% -$84.7K 0.5% 56
2026
Q2 		$1.9M Sell
64,726
-1,765
-3% -$50.4K 0.48% 57
2026
Q1 		$1.7M Buy
66,491
+11,967
+22% +$321K 0.47% 57
2025
Q4 		$1.47M Sell
54,524
-2,484
-4% -$66.3K 0.4% 60
2025
Q3 		$1.5M Sell
57,008
-860
-1% -$21.8K 0.43% 61
2025
Q2 		$1.41M Buy
57,868
+3,131
+6% +$70.8K 0.44% 63
2025
Q1 		$1.21M Buy
54,737
+5,326
+11% +$124K 0.41% 68
2024
Q4 		$1.15M Sell
49,411
-2,741
-5% -$63.9K 0.38% 67
2024
Q3 		$1.18M Sell
52,152
-780
-1% -$17K 0.38% 69
2024
Q2 		$1.13M Sell
52,932
-195
-0.4% -$4.03K 0.41% 66
2024
Q1 		$1.1M Buy
53,127
+3,669
+7% +$72.2K 0.38% 70
2023
Q4 		$930K Sell
49,458
-3,873
-7% -$68K 0.36% 75
2023
Q3 		$900K Sell
53,331
-648
-1% -$11.4K 0.39% 72
2023
Q2 		$942K Sell
53,979
-8,979
-14% -$148K 0.39% 70
2023
Q1 		$1.02M Buy
62,958
+6,348
+11% +$100K 0.45% 65
2022
Q4 		$852K Buy
56,610
+31,743
+128% +$480K 0.42% 67
2022
Q3 		$351K Sell
24,867
-600
-2% -$9.41K 0.22% 94
2022
Q2 		$379K Sell
25,467
-1,527
-6% -$24.7K 0.23% 93
2022
Q1 		$486K Buy
26,994
+600
+2% +$10.6K 0.27% 86
2021
Q4 		$500K Buy
+26,394
New +$488K 0.41% 77

Other funds holding SCHX

Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
SAM
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

Stone Summit Wealth's SCHX Position: Q3 2026 in Review

Stone Summit Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q3 2026, selling an estimated $84.7K and leaving 61,897 shares worth $1.86M. The position accounts for 0.5% of the portfolio, ranked #56.

Stone Summit Wealth first reported a position in SCHX in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.9M in Q2 2026. 426 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Stone Summit Wealth held 61,897 shares of Schwab US Large- Cap ETF worth $1.86M as of Q3 2026.
  • Stone Summit Wealth sold 2,829 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $84.7K.
  • Schwab US Large- Cap ETF made up 0.5% of Stone Summit Wealth's portfolio in Q3 2026, its #56 holding.
  • Stone Summit Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Schwab US Large- Cap ETF position peaked at $1.9M in Q2 2026.
  • 426 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.