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

Cascade Financial 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 		$900K Sell
30,598
-1,653
-5% -$47.2K 0.08% 135
2026
Q1 		$827K Buy
32,251
+1,825
+6% +$49K 0.09% 131
2025
Q4 		$819K Sell
30,426
-3,219
-10% -$86K 0.08% 131
2025
Q3 		$886K Buy
33,645
+27
+0.1% +$686 0.1% 123
2025
Q2 		$822K Sell
33,618
-27
-0.1% -$610 0.1% 125
2025
Q1 		$743K Buy
33,645
+580
+2% +$13.5K 0.09% 127
2024
Q4 		$766K Sell
33,065
-64,165
-66% -$1.5M 0.1% 118
2024
Q3 		$746K Buy
97,230
+63,894
+192% +$1.39M 0.09% 120
2024
Q2 		$714K Sell
33,336
-1,923
-5% -$39.7K 0.09% 118
2024
Q1 		$712K Buy
+35,259
New +$694K 0.1% 118

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

Cascade Financial Partners's SCHX Position: Q2 2026 in Review

Cascade Financial Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 5.1% in Q2 2026, selling an estimated $47.2K and leaving 30,598 shares worth $900K. The position accounts for 0.08% of the portfolio, ranked #135.

Cascade Financial Partners first reported a position in SCHX in Q1 2024 and has held it in 10 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Cascade Financial Partners held 30,598 shares of Schwab US Large- Cap ETF worth $900K as of Q2 2026.
  • Cascade Financial Partners sold 1,653 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $47.2K.
  • Schwab US Large- Cap ETF made up 0.08% of Cascade Financial Partners's portfolio in Q2 2026, its #135 holding.
  • Cascade Financial Partners first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.