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Wedmont Private Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wedmont Private Capital’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 		$4.16M Buy
136,521
+11,588
+9% +$347K 0.1% 122
2026
Q2 		$3.72M Sell
124,933
-3,765
-3% -$108K 0.1% 112
2026
Q1 		$3.43M Buy
128,698
+84
+0.1% +$2.25K 0.11% 106
2025
Q4 		$3.5M Sell
128,614
-18,349
-12% -$490K 0.12% 100
2025
Q3 		$3.89M Buy
146,963
+34,263
+30% +$870K 0.14% 84
2025
Q2 		$2.79M Buy
112,700
+533
+0.5% +$12.1K 0.12% 105
2025
Q1 		$2.36M Buy
112,167
+81,352
+264% +$1.89M 0.12% 96
2024
Q4 		$709K Buy
30,815
+11
+0% +$256 0.04% 290
2024
Q3 		$690K Sell
30,804
-112,056
-78% -$2.44M 0.04% 284
2024
Q2 		$3.15M Buy
142,860
+1,377
+1% +$28.5K 0.2% 69
2024
Q1 		$2.91M Buy
141,483
+2,157
+2% +$42.5K 0.21% 68
2023
Q4 		$2.61M Buy
139,326
+109,938
+374% +$1.93M 0.21% 69
2023
Q3 		$501K Buy
+29,388
New +$516K 0.05% 251

Other funds holding SCHX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

Wedmont Private Capital's SCHX Position: Q3 2026 in Review

Wedmont Private Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 9.3% in Q3 2026, buying an estimated $347K and bringing the position to 136,521 shares worth $4.16M. The position accounts for 0.1% of the portfolio, ranked #122.

Wedmont Private Capital first reported a position in SCHX in Q3 2023 and has held it in 13 quarters since. 95 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Wedmont Private Capital held 136,521 shares of Schwab US Large- Cap ETF worth $4.16M as of Q3 2026.
  • Wedmont Private Capital bought 11,588 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $347K.
  • Schwab US Large- Cap ETF made up 0.1% of Wedmont Private Capital's portfolio in Q3 2026, its #122 holding.
  • Wedmont Private Capital first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 13 quarters since.
  • 95 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.