The Wealth Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

The Wealth Group’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	$4.03M	Sell	132,942 -912	-0.7%	-$27.3K	0.75%	14
2026 Q2	$3.94M	Sell	133,854 -1,222	-0.9%	-$34.9K	0.75%	15
2026 Q1	$3.46M	Buy	135,076 +3,410	+3%	+$91.5K	0.79%	15
2025 Q4	$3.54M	Buy	131,666 +542	+0.4%	+$14.5K	0.79%	15
2025 Q3	$3.45M	Sell	131,124 -266	-0.2%	-$6.76K	0.8%	16
2025 Q2	$3.21M	Buy	131,390 +15,257	+13%	+$345K	0.82%	16
2025 Q1	$2.56M	Sell	116,133 -1,130	-1%	-$26.3K	0.75%	18
2024 Q4	$2.72M	Sell	117,263 -742	-0.6%	-$17.3K	0.79%	17
2024 Q3	$2.67M	Sell	118,005 -723	-0.6%	-$15.8K	0.78%	18
2024 Q2	$2.54M	Sell	118,728 -6	-0%	-$124	0.77%	17
2024 Q1	$2.32M	Hold	118,734	–	–	0.71%	18
2023 Q4	$2.32M	Buy	+118,734	New	+$2.09M	0.77%	19

Other funds holding SCHX

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

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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

The Wealth Group's SCHX Position: Q3 2026 in Review

The Wealth Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.68% in Q3 2026, selling an estimated $27.3K and leaving 132,942 shares worth $4.03M. The position accounts for 0.75% of the portfolio, ranked #14.

The Wealth Group first reported a position in SCHX in Q4 2023 and has held it in 12 quarters since. 724 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

The Wealth Group held 132,942 shares of Schwab US Large- Cap ETF worth $4.03M as of Q3 2026.
The Wealth Group sold 912 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $27.3K.
Schwab US Large- Cap ETF made up 0.75% of The Wealth Group's portfolio in Q3 2026, its #14 holding.
The Wealth Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 12 quarters since.
724 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.