Values Added Financial
SCHX icon

Values Added Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Values Added Financial’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 		$4.64M Sell
154,783
-475
-0.3% -$14.2K 1.65% 17
2026
Q2 		$4.57M Sell
155,258
-3,065
-2% -$87.5K 1.65% 17
2026
Q1 		$4.06M Buy
158,323
+605
+0.4% +$16.2K 1.71% 17
2025
Q4 		$4.24M Sell
157,718
-839
-0.5% -$22.4K 1.79% 15
2025
Q3 		$4.18M Sell
158,557
-9,613
-6% -$244K 1.86% 14
2025
Q2 		$4.11M Buy
168,170
+39,296
+30% +$888K 1.99% 13
2025
Q1 		$2.85M Sell
128,874
-928
-0.7% -$21.6K 1.58% 17
2024
Q4 		$3.01M Sell
129,802
-1,295
-1% -$30.2K 1.74% 17
2024
Q3 		$2.96M Buy
131,097
+858
+0.7% +$18.7K 1.87% 17
2024
Q2 		$2.79M Buy
130,239
+10,644
+9% +$220K 2.01% 16
2024
Q1 		$2.47M Sell
119,595
-2,097
-2% -$41.3K 1.93% 15
2023
Q4 		$2.29M Sell
121,692
-11,916
-9% -$209K 1.87% 15
2023
Q3 		$2.25M Buy
133,608
+4,215
+3% +$73.9K 2.06% 14
2023
Q2 		$2.26M Buy
+129,393
New +$2.14M 2.12% 14

Other funds holding SCHX

Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
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
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Values Added Financial's SCHX Position: Q3 2026 in Review

Values Added Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.31% in Q3 2026, selling an estimated $14.2K and leaving 154,783 shares worth $4.64M. The position accounts for 1.65% of the portfolio, ranked #17.

Values Added Financial first reported a position in SCHX in Q2 2023 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Values Added Financial held 154,783 shares of Schwab US Large- Cap ETF worth $4.64M as of Q3 2026.
  • Values Added Financial sold 475 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $14.2K.
  • Schwab US Large- Cap ETF made up 1.65% of Values Added Financial's portfolio in Q3 2026, its #17 holding.
  • Values Added Financial first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • 766 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.