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 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 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 $1.81B AUM 22.3% 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

Cascade Financial Partners's SCHX Position: Q1 2026 in Review

Cascade Financial Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 6% in Q1 2026, buying an estimated $49K and bringing the position to 32,251 shares worth $827K. The position accounts for 0.09% of the portfolio, ranked #131.

Cascade Financial Partners first reported a position in SCHX in Q1 2024 and has held it in 9 quarters since. The position peaked at $886K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Cascade Financial Partners held 32,251 shares of Schwab US Large- Cap ETF worth $827K as of Q1 2026.
Cascade Financial Partners bought 1,825 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $49K.
Schwab US Large- Cap ETF made up 0.09% of Cascade Financial Partners's portfolio in Q1 2026, its #131 holding.
Cascade Financial Partners first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Schwab US Large- Cap ETF position peaked at $886K in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.