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

CAP Partners LLC’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 		$12.8M Buy
435,396
+18,391
+4% +$525K 6.27% 2
2026
Q1 		$10.7M Buy
417,005
+23,420
+6% +$628K 6.04% 2
2025
Q4 		$10.6M Buy
393,585
+3,456
+0.9% +$92.3K 6% 2
2025
Q3 		$10.3M Buy
390,129
+11,494
+3% +$292K 5.83% 2
2025
Q2 		$9.25M Buy
378,635
+59,803
+19% +$1.35M 5.83% 2
2025
Q1 		$7.04M Sell
318,832
-4,012
-1% -$93.4K 5.11% 2
2024
Q4 		$7.48M Sell
322,844
-170,278
-35% -$3.97M 5.28% 1
2024
Q3 		$11.2M Sell
493,122
-6,192
-1% -$135K 8.33% 1
2024
Q2 		$10.7M Buy
499,314
+20,196
+4% +$417K 8.69% 1
2024
Q1 		$9.91M Sell
479,118
-43,812
-8% -$862K 8.75% 1
2023
Q4 		$9.83M Buy
+522,930
New +$9.18M 9.73% 1

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

CAP Partners LLC's SCHX Position: Q2 2026 in Review

CAP Partners LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 4.4% in Q2 2026, buying an estimated $525K and bringing the position to 435,396 shares worth $12.8M. The position accounts for 6.27% of the portfolio, ranked #2.

CAP Partners LLC first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • CAP Partners LLC held 435,396 shares of Schwab US Large- Cap ETF worth $12.8M as of Q2 2026.
  • CAP Partners LLC bought 18,391 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $525K.
  • Schwab US Large- Cap ETF made up 6.27% of CAP Partners LLC's portfolio in Q2 2026, its #2 holding.
  • CAP Partners LLC first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.