Third View Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Third View Private 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	$3.52M	Buy	+117,290	New	+$3.51M	0.41%	61

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

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Third View Private Wealth's SCHX Position: Q3 2026 in Review

Third View Private Wealth opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 117,290 shares worth $3.52M. The stake represents 0.41% of the portfolio and ranks #61 among its holdings.

1,068 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Third View Private Wealth held 117,290 shares of Schwab US Large- Cap ETF worth $3.52M as of Q3 2026.
Schwab US Large- Cap ETF was a new Third View Private Wealth position in Q3 2026.
Schwab US Large- Cap ETF made up 0.41% of Third View Private Wealth's portfolio in Q3 2026, its #61 holding.
1,068 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.