James T. Borello RIA
SCHX icon

James T. Borello RIA’s Schwab US Large- Cap ETF SCHX Stock Holding History

James T. Borello RIA’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 		$101K Buy
3,361
+755
+29% +$22.6K 0.02% 170
2026
Q2 		$76.7K Hold
2,606
– – 0.02% 193
2026
Q1 		$66.8K Hold
2,606
– – 0.02% 190
2025
Q4 		$70.1K Hold
2,606
– – 0.02% 156
2025
Q3 		$68.6K Hold
2,606
– – 0.02% 147
2025
Q2 		$63.7K Buy
+2,606
New +$58.9K 0.02% 133

Other funds holding SCHX

Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

James T. Borello RIA's SCHX Position: Q3 2026 in Review

James T. Borello RIA increased its Schwab US Large- Cap ETF (SCHX) stake by 29% in Q3 2026, buying an estimated $22.6K and bringing the position to 3,361 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #170.

James T. Borello RIA first reported a position in SCHX in Q2 2025 and has held it in 6 quarters since. 633 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • James T. Borello RIA held 3,361 shares of Schwab US Large- Cap ETF worth $101K as of Q3 2026.
  • James T. Borello RIA bought 755 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $22.6K.
  • Schwab US Large- Cap ETF made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #170 holding.
  • James T. Borello RIA first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 633 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.