Wealth Analytics Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealth Analytics Partners’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	$56.4K	Buy	+1,880	New	+$56.3K	0.02%	82

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

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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Wealth Analytics Partners's SCHX Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 1,880 shares worth $56.4K. The stake represents 0.02% of the portfolio and ranks #82 among its holdings.

527 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Wealth Analytics Partners held 1,880 shares of Schwab US Large- Cap ETF worth $56.4K as of Q3 2026.
Schwab US Large- Cap ETF was a new Wealth Analytics Partners position in Q3 2026.
Schwab US Large- Cap ETF made up 0.02% of Wealth Analytics Partners's portfolio in Q3 2026, its #82 holding.
527 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.