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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAP Partners LLC's SCHX Position: Q1 2026 in Review

CAP Partners LLC increased its Schwab US Large- Cap ETF (SCHX) stake by 6% in Q1 2026, buying an estimated $628K and bringing the position to 417,005 shares worth $10.7M. The position accounts for 6.04% of the portfolio, ranked #2.

CAP Partners LLC first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.2M in Q3 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

CAP Partners LLC held 417,005 shares of Schwab US Large- Cap ETF worth $10.7M as of Q1 2026.
CAP Partners LLC bought 23,420 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $628K.
Schwab US Large- Cap ETF made up 6.04% of CAP Partners LLC's portfolio in Q1 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 10 quarters since.
CAP Partners LLC's Schwab US Large- Cap ETF position peaked at $11.2M in Q3 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.