Valued Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Valued Wealth Advisors’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	$25.7K	Hold	858	–	–	0.01%	179
2026 Q2	$25.3K	Sell	858 -846	-50%	-$24.2K	0.01%	169
2026 Q1	$43.7K	Buy	1,704 +858	+101%	+$23K	0.02%	110
2025 Q4	$22.8K	Hold	846	–	–	0.01%	146
2025 Q3	$22.3K	Hold	846	–	–	0.01%	140
2025 Q2	$20.7K	Sell	846 -1,116	-57%	-$25.2K	0.01%	140
2025 Q1	$43.3K	Buy	+1,962	New	+$45.7K	0.03%	96

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

Valued Wealth Advisors's SCHX Position: Q3 2026 in Review

Valued Wealth Advisors held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 858 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #179.

Valued Wealth Advisors first reported a position in SCHX in Q1 2025 and has held it in 7 quarters since. The position peaked at $43.7K in Q1 2026. 1,068 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Valued Wealth Advisors held 858 shares of Schwab US Large- Cap ETF worth $25.7K as of Q3 2026.
Valued Wealth Advisors left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
Schwab US Large- Cap ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q3 2026, its #179 holding.
Valued Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q1 2025 and has held it in 7 quarters since.
Valued Wealth Advisors's Schwab US Large- Cap ETF position peaked at $43.7K in Q1 2026.
1,068 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.