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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
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

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

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

Daymark Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q2 2026, buying an estimated $33.4K and bringing the position to 40,113 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #315.

Daymark Wealth Partners first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Daymark Wealth Partners held 40,113 shares of Schwab US Large- Cap ETF worth $1.18M as of Q2 2026.
  • Daymark Wealth Partners bought 1,170 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $33.4K.
  • Schwab US Large- Cap ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #315 holding.
  • Daymark Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.