Concord Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Concord Wealth 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	$49.5K	Buy	+1,680	New	+$48K	0.01%	368
2026 Q1	–	Sell	-1,680	Closed	-$45.2K	–	671
2025 Q4	$45.2K	Hold	1,680	–	–	0.01%	340
2025 Q3	$44.3K	Hold	1,680	–	–	0.01%	353
2025 Q2	$41.1K	Buy	+1,680	New	+$38K	0.01%	372
2023 Q4	–	Sell	-282	Closed	-$4.77K	–	992
2023 Q3	$4.77K	Hold	282	–	–	﹤0.01%	724
2023 Q2	$4.92K	Hold	282	–	–	﹤0.01%	710
2023 Q1	$4.53K	Buy	282 +3	+1%	+$47	﹤0.01%	686
2022 Q4	$4.21K	Buy	+279	New	+$4.22K	﹤0.01%	803
2022 Q3	–	Sell	-2,271	Closed	-$34K	–	957
2022 Q2	$34K	Buy	2,271 +1,635	+257%	+$26.5K	0.01%	435
2022 Q1	$11K	Hold	636	–	–	﹤0.01%	764
2021 Q4	$12K	Buy	+636	New	+$11.7K	﹤0.01%	747

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Concord Wealth Partners's SCHX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 1,680 shares worth $49.5K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SCHX as recently as Q4 2025.

Concord Wealth Partners first reported a position in SCHX in Q4 2021 and has held it in 11 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Concord Wealth Partners held 1,680 shares of Schwab US Large- Cap ETF worth $49.5K as of Q2 2026.
Schwab US Large- Cap ETF was a new Concord Wealth Partners position in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #368 holding.
Concord Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2021 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 Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.