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

Whitcomb & Hess’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	$200K	Buy	+6,680	New	+$200K	0.04%	63

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

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

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

FIG

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

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

SAM

Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

Whitcomb & Hess's SCHX Position: Q3 2026 in Review

Whitcomb & Hess opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 6,680 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #63 among its holdings.

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

Whitcomb & Hess held 6,680 shares of Schwab US Large- Cap ETF worth $200K as of Q3 2026.
Schwab US Large- Cap ETF was a new Whitcomb & Hess position in Q3 2026.
Schwab US Large- Cap ETF made up 0.04% of Whitcomb & Hess's portfolio in Q3 2026, its #63 holding.
426 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.