Titleist Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Titleist Asset 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	$699K	Buy	23,287 +7,555	+48%	+$226K	0.05%	246
2026 Q2	$463K	Sell	15,732 -818	-5%	-$23.4K	0.03%	280
2026 Q1	$424K	Buy	16,550 +8	+0%	+$215	0.03%	276
2025 Q4	$445K	Buy	16,542 +2,641	+19%	+$70.5K	0.04%	244
2025 Q3	$366K	Hold	13,901	–	–	0.03%	234
2025 Q2	$340K	Hold	13,901	–	–	0.03%	245
2025 Q1	$307K	Hold	13,901	–	–	0.04%	238
2024 Q4	$322K	Sell	13,901 -1	-0%	-$23	0.04%	235
2024 Q3	$314K	Hold	13,902	–	–	0.05%	219
2024 Q2	$298K	Hold	13,902	–	–	0.04%	219
2024 Q1	$288K	Hold	13,902	–	–	0.05%	213
2023 Q4	$261K	Hold	13,902	–	–	0.05%	191
2023 Q3	$234K	Hold	13,902	–	–	0.05%	190
2023 Q2	$243K	Hold	13,902	–	–	0.05%	192
2023 Q1	$224K	Buy	+13,902	New	+$219K	0.05%	194

Other funds holding SCHX

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

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

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

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

Titleist Asset Management's SCHX Position: Q3 2026 in Review

Titleist Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 48% in Q3 2026, buying an estimated $226K and bringing the position to 23,287 shares worth $699K. The position accounts for 0.05% of the portfolio, ranked #246.

Titleist Asset Management first reported a position in SCHX in Q1 2023 and has held it in 15 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Titleist Asset Management held 23,287 shares of Schwab US Large- Cap ETF worth $699K as of Q3 2026.
Titleist Asset Management bought 7,555 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $226K.
Schwab US Large- Cap ETF made up 0.05% of Titleist Asset Management's portfolio in Q3 2026, its #246 holding.
Titleist Asset Management first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 15 quarters since.
95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.