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

Tactive 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 		$1.21M Sell
40,188
-296
-0.7% -$8.87K 0.29% 76
2026
Q2 		$1.19M Buy
40,484
+5,648
+16% +$161K 0.29% 82
2026
Q1 		$893K Buy
34,836
+4,695
+16% +$126K 0.25% 92
2025
Q4 		$811K Buy
30,141
+13,887
+85% +$371K 0.24% 101
2025
Q3 		$428K Buy
16,254
+7,048
+77% +$179K 0.12% 160
2025
Q2 		$225K Buy
+9,206
New +$208K 0.07% 201

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Tactive Advisors's SCHX Position: Q3 2026 in Review

Tactive Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.73% in Q3 2026, selling an estimated $8.87K and leaving 40,188 shares worth $1.21M. The position accounts for 0.29% of the portfolio, ranked #76.

Tactive Advisors first reported a position in SCHX in Q2 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Tactive Advisors held 40,188 shares of Schwab US Large- Cap ETF worth $1.21M as of Q3 2026.
  • Tactive Advisors sold 296 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $8.87K.
  • Schwab US Large- Cap ETF made up 0.29% of Tactive Advisors's portfolio in Q3 2026, its #76 holding.
  • Tactive Advisors first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 193 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.