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 Q3	$13.2M	Buy	441,390 +5,994	+1%	+$180K	6.07%	2
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	$9.9M	Sell	479,118 -43,812	-8%	-$862K	8.75%	1
2023 Q4	$9.8M	Buy	+522,930	New	+$9.18M	9.73%	1

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

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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

CAP Partners LLC's SCHX Position: Q3 2026 in Review

CAP Partners LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 1.4% in Q3 2026, buying an estimated $180K and bringing the position to 441,390 shares worth $13.2M. The position accounts for 6.07% of the portfolio, ranked #2.

CAP Partners LLC first reported a position in SCHX in Q4 2023 and has held it in 12 quarters since. 483 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

CAP Partners LLC held 441,390 shares of Schwab US Large- Cap ETF worth $13.2M as of Q3 2026.
CAP Partners LLC bought 5,994 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $180K.
Schwab US Large- Cap ETF made up 6.07% of CAP Partners LLC's portfolio in Q3 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 12 quarters since.
483 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.