Wealth Dimensions Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealth Dimensions Group’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	$201K	Buy	+6,714	New	+$201K	0.03%	179

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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Wealth Dimensions Group's SCHX Position: Q3 2026 in Review

Wealth Dimensions Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 6,714 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #179 among its holdings.

1,218 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Wealth Dimensions Group held 6,714 shares of Schwab US Large- Cap ETF worth $201K as of Q3 2026.
Schwab US Large- Cap ETF was a new Wealth Dimensions Group position in Q3 2026.
Schwab US Large- Cap ETF made up 0.03% of Wealth Dimensions Group's portfolio in Q3 2026, its #179 holding.
1,218 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Wealth Dimensions Group's 13F filing for Q3 2026, filed 2 Nov 2026.