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

DDD 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 		$521K Hold
17,364
– – 0.03% 121
2026
Q2 		$511K Sell
17,364
-251
-1% -$7.17K 0.03% 111
2026
Q1 		$452K Sell
17,615
-154
-0.9% -$4.13K 0.03% 101
2025
Q4 		$478K Sell
17,769
-80
-0.4% -$2.14K 0.03% 97
2025
Q3 		$470K Sell
17,849
-492
-3% -$12.5K 0.03% 96
2025
Q2 		$448K Sell
18,341
-588
-3% -$13.3K 0.05% 84
2025
Q1 		$418K Hold
18,929
– – 0.05% 76
2024
Q4 		$439K Sell
18,929
-3,163
-14% -$73.7K 0.05% 74
2024
Q3 		$500K Buy
22,092
+3,165
+17% +$69K 0.05% 71
2024
Q2 		$405K Sell
18,927
-1,635
-8% -$33.8K 0.05% 77
2024
Q1 		$425K Sell
20,562
-282
-1% -$5.55K 0.05% 72
2023
Q4 		$392K Sell
20,844
-717
-3% -$12.6K 0.05% 69
2023
Q3 		$369K Buy
21,561
+204
+1% +$3.58K 0.05% 71
2023
Q2 		$373K Sell
21,357
-153,099
-88% -$2.53M 0.05% 70
2023
Q1 		$2.81M Buy
174,456
+8,205
+5% +$129K 0.44% 41
2022
Q4 		$2.5M Buy
166,251
+432
+0.3% +$6.54K 0.4% 39
2022
Q3 		$2.34M Buy
165,819
+4,683
+3% +$73.5K 0.42% 39
2022
Q2 		$2.4M Buy
161,136
+8,274
+5% +$134K 0.42% 39
2022
Q1 		$2.74M Buy
152,862
+8,664
+6% +$153K 0.38% 38
2021
Q4 		$2.74M Buy
144,198
+5,238
+4% +$96.8K 0.37% 45
2021
Q3 		$2.41M Buy
138,960
+1,074
+0.8% +$19.2K 0.36% 46
2021
Q2 		$2.39M Buy
137,886
+14,004
+11% +$236K 0.36% 44
2021
Q1 		$1.98M Buy
123,882
+6,246
+5% +$97.9K 0.34% 46
2020
Q4 		$1.78M Buy
117,636
+13,086
+13% +$187K 0.35% 39
2020
Q3 		$1.4M Buy
104,550
+2,532
+2% +$33.6K 0.37% 31
2020
Q2 		$1.26M Buy
+102,018
New +$1.19M 0.36% 27

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Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DDD Partners's SCHX Position: Q3 2026 in Review

DDD Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 17,364 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #121.

DDD Partners first reported a position in SCHX in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.81M in Q1 2023. 1,017 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • DDD Partners held 17,364 shares of Schwab US Large- Cap ETF worth $521K as of Q3 2026.
  • DDD Partners left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
  • Schwab US Large- Cap ETF made up 0.03% of DDD Partners's portfolio in Q3 2026, its #121 holding.
  • DDD Partners first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 26 quarters since.
  • DDD Partners's Schwab US Large- Cap ETF position peaked at $2.81M in Q1 2023.
  • 1,017 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.