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 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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Aspect Partners's SCHX Position: Q2 2026 in Review

Aspect Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 15,546 shares worth $458K. The position accounts for 0.17% of the portfolio, ranked #47.

Aspect Partners first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $569K in Q3 2025. 544 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Aspect Partners held 15,546 shares of Schwab US Large- Cap ETF worth $458K as of Q2 2026.
Aspect Partners left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.17% of Aspect Partners's portfolio in Q2 2026, its #47 holding.
Aspect Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Schwab US Large- Cap ETF position peaked at $569K in Q3 2025.
544 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.