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Toth Financial Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

Toth Financial Advisory’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 		$27.1K Hold
902
– – ﹤0.01% 467
2026
Q2 		$26.5K Hold
902
– – ﹤0.01% 468
2026
Q1 		$23.1K Hold
902
– – ﹤0.01% 471
2025
Q4 		$24.3K Sell
902
-1,340
-60% -$35.8K ﹤0.01% 457
2025
Q3 		$59.1K Buy
+2,242
New +$56.9K 0.01% 325

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
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
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

Toth Financial Advisory's SCHX Position: Q3 2026 in Review

Toth Financial Advisory held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 902 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Toth Financial Advisory first reported a position in SCHX in Q3 2025 and has held it in 5 quarters since. The position peaked at $59.1K in Q3 2025. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Toth Financial Advisory held 902 shares of Schwab US Large- Cap ETF worth $27.1K as of Q3 2026.
  • Toth Financial Advisory left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #467 holding.
  • Toth Financial Advisory first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Toth Financial Advisory's Schwab US Large- Cap ETF position peaked at $59.1K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.