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

Aspect 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	$466K	Hold	15,546	–	–	0.18%	51
2026 Q2	$458K	Hold	15,546	–	–	0.17%	47
2026 Q1	$399K	Hold	15,546	–	–	0.16%	54
2025 Q4	$418K	Sell	15,546 -6,066	-28%	-$162K	0.18%	53
2025 Q3	$569K	Hold	21,612	–	–	0.26%	43
2025 Q2	$528K	Hold	21,612	–	–	0.26%	43
2025 Q1	$477K	Hold	21,612	–	–	0.27%	40
2024 Q4	$501K	Hold	21,612	–	–	0.29%	42
2024 Q3	$489K	Hold	21,612	–	–	0.27%	39
2024 Q2	$463K	Hold	21,612	–	–	0.28%	45
2024 Q1	$447K	Hold	21,612	–	–	0.35%	44
2023 Q4	$406K	Buy	+21,612	New	+$380K	0.26%	43

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

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 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

Aspect Partners's SCHX Position: Q3 2026 in Review

Aspect Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 15,546 shares worth $466K. The position accounts for 0.18% of the portfolio, ranked #51.

Aspect Partners first reported a position in SCHX in Q4 2023 and has held it in 12 quarters since. The position peaked at $569K in Q3 2025. 577 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Aspect Partners held 15,546 shares of Schwab US Large- Cap ETF worth $466K as of Q3 2026.
Aspect Partners left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
Schwab US Large- Cap ETF made up 0.18% of Aspect Partners's portfolio in Q3 2026, its #51 holding.
Aspect Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Schwab US Large- Cap ETF position peaked at $569K in Q3 2025.
577 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.