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

Summit Financial Consulting’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	$9.33M	Sell	311,137 -191,546	-38%	-$5.74M	6.85%	4
2026 Q2	$14.8M	Sell	502,683 -209,989	-29%	-$6M	10.04%	3
2026 Q1	$18.3M	Buy	712,672 +438,870	+160%	+$11.8M	13.08%	3
2025 Q4	$7.37M	Buy	273,802 +22,548	+9%	+$602K	5.35%	8
2025 Q3	$6.62M	Buy	+251,254	New	+$6.38M	5.28%	9
2025 Q2	–	Sell	-251,227	Closed	-$5.55M	–	47
2025 Q1	$5.55M	Buy	+251,227	New	+$5.85M	5.15%	7

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

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

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

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 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

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Summit Financial Consulting's SCHX Position: Q3 2026 in Review

Summit Financial Consulting reduced its Schwab US Large- Cap ETF (SCHX) stake by 38% in Q3 2026, selling an estimated $5.74M and leaving 311,137 shares worth $9.33M. The position accounts for 6.85% of the portfolio, ranked #4.

Summit Financial Consulting first reported a position in SCHX in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.3M in Q1 2026. 368 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Summit Financial Consulting held 311,137 shares of Schwab US Large- Cap ETF worth $9.33M as of Q3 2026.
Summit Financial Consulting sold 191,546 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $5.74M.
Schwab US Large- Cap ETF made up 6.85% of Summit Financial Consulting's portfolio in Q3 2026, its #4 holding.
Summit Financial Consulting first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial Consulting's Schwab US Large- Cap ETF position peaked at $18.3M in Q1 2026.
368 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.