Thrive Wealth Management
SCHX icon

Thrive Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Thrive Wealth Management’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 		$6.18M Sell
205,871
-539
-0.3% -$16.1K 0.77% 20
2026
Q2 		$6.07M Sell
206,410
-1,232
-0.6% -$35.2K 0.77% 20
2026
Q1 		$5.32M Buy
207,642
+710
+0.3% +$19K 0.79% 20
2025
Q4 		$5.57M Buy
206,932
+67
+0% +$1.79K 0.82% 19
2025
Q3 		$5.45M Buy
206,865
+7,255
+4% +$184K 0.82% 19
2025
Q2 		$4.88M Buy
199,610
+1,108
+0.6% +$25K 0.79% 19
2025
Q1 		$4.38M Buy
198,502
+17,064
+9% +$397K 0.84% 15
2024
Q4 		$4.21M Buy
181,438
+3,409
+2% +$79.5K 0.76% 17
2024
Q3 		$4.03M Sell
178,029
-108
-0.1% -$2.35K 0.74% 16
2024
Q2 		$3.82M Buy
178,137
+5,814
+3% +$120K 0.75% 18
2024
Q1 		$3.56M Buy
172,323
+74,889
+77% +$1.47M 0.74% 17
2023
Q4 		$1.83M Buy
97,434
+65,067
+201% +$1.14M 0.41% 30
2023
Q3 		$546K Buy
32,367
+3,450
+12% +$60.5K 0.15% 91
2023
Q2 		$505K Sell
28,917
-2,664
-8% -$44K 0.13% 94
2023
Q1 		$509K Sell
31,581
-93
-0.3% -$1.46K 0.13% 98
2022
Q4 		$477K Buy
31,674
+4,101
+15% +$62.1K 0.14% 92
2022
Q3 		$389K Sell
27,573
-1,317
-5% -$20.7K 0.14% 96
2022
Q2 		$430K Sell
28,890
-13,377
-32% -$217K 0.15% 84
2022
Q1 		$759K Buy
42,267
+14,901
+54% +$264K 0.22% 52
2021
Q4 		$519K Buy
+27,366
New +$506K 0.18% 67

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

Thrive Wealth Management's SCHX Position: Q3 2026 in Review

Thrive Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q3 2026, selling an estimated $16.1K and leaving 205,871 shares worth $6.18M. The position accounts for 0.77% of the portfolio, ranked #20.

Thrive Wealth Management first reported a position in SCHX in Q4 2021 and has held it in 20 quarters since. 368 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Thrive Wealth Management held 205,871 shares of Schwab US Large- Cap ETF worth $6.18M as of Q3 2026.
  • Thrive Wealth Management sold 539 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $16.1K.
  • Schwab US Large- Cap ETF made up 0.77% of Thrive Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Thrive Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • 368 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.