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

Daymark 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
Q3 		$1.47M Buy
48,907
+8,794
+22% +$263K 0.03% 300
2026
Q2 		$1.18M Buy
40,113
+1,170
+3% +$33.4K 0.03% 315
2026
Q1 		$998K Buy
38,943
+2,100
+6% +$56.3K 0.03% 298
2025
Q4 		$991K Buy
36,843
+2,925
+9% +$78.1K 0.03% 290
2025
Q3 		$893K Buy
33,918
+24,094
+245% +$612K 0.03% 292
2025
Q2 		$240K Buy
+9,824
New +$222K 0.01% 499

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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Daymark Wealth Partners's SCHX Position: Q3 2026 in Review

Daymark Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 22% in Q3 2026, buying an estimated $263K and bringing the position to 48,907 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #300.

Daymark Wealth Partners first reported a position in SCHX in Q2 2025 and has held it in 6 quarters since. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Daymark Wealth Partners held 48,907 shares of Schwab US Large- Cap ETF worth $1.47M as of Q3 2026.
  • Daymark Wealth Partners bought 8,794 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $263K.
  • Schwab US Large- Cap ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q3 2026, its #300 holding.
  • Daymark Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.