Verity & Verity’s Schwab US Large- Cap ETF SCHX Stock Holding History

Verity & Verity’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	$210K	Sell	6,989 -2,791	-29%	-$83.6K	0.01%	134
2026 Q2	$288K	Hold	9,780	–	–	0.02%	127
2026 Q1	$251K	Sell	9,780 -2,393	-20%	-$64.2K	0.02%	128
2025 Q4	$328K	Hold	12,173	–	–	0.03%	128
2025 Q3	$321K	Sell	12,173 -2,000	-14%	-$50.8K	0.03%	116
2025 Q2	$346K	Hold	14,173	–	–	0.03%	110
2025 Q1	$313K	Hold	14,173	–	–	0.03%	109
2024 Q4	$329K	Sell	14,173 -473	-3%	-$11K	0.03%	113
2024 Q3	$331K	Hold	14,646	–	–	0.03%	97
2024 Q2	$314K	Sell	14,646 -3	-0%	-$62	0.03%	96
2024 Q1	$303K	Buy	+14,649	New	+$288K	0.03%	95

Other funds holding SCHX

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Verity & Verity's SCHX Position: Q3 2026 in Review

Verity & Verity reduced its Schwab US Large- Cap ETF (SCHX) stake by 29% in Q3 2026, selling an estimated $83.6K and leaving 6,989 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #134.

Verity & Verity first reported a position in SCHX in Q1 2024 and has held it in 11 quarters since. The position peaked at $346K in Q2 2025. 594 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Verity & Verity held 6,989 shares of Schwab US Large- Cap ETF worth $210K as of Q3 2026.
Verity & Verity sold 2,791 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $83.6K.
Schwab US Large- Cap ETF made up 0.01% of Verity & Verity's portfolio in Q3 2026, its #134 holding.
Verity & Verity first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 11 quarters since.
Verity & Verity's Schwab US Large- Cap ETF position peaked at $346K in Q2 2025.
594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.