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

Essential 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 		$80.1K Buy
2,671
+1
+0% +$30 0.04% 481
2026
Q2 		$78.6K Buy
2,670
+1
+0% +$29 0.04% 486
2026
Q1 		$68.4K Buy
2,669
+1
+0% +$27 0.02% 522
2025
Q4 		$71.8K Buy
2,668
+3
+0.1% +$80 0.02% 521
2025
Q3 		$70.2K Buy
2,665
+1
+0% +$25 0.02% 521
2025
Q2 		$65.1K Buy
+2,664
New +$60.2K 0.03% 419

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Essential Partners's SCHX Position: Q3 2026 in Review

Essential Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.04% in Q3 2026, buying an estimated $30 and bringing the position to 2,671 shares worth $80.1K. The position accounts for 0.04% of the portfolio, ranked #481.

Essential Partners first reported a position in SCHX in Q2 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Essential Partners held 2,671 shares of Schwab US Large- Cap ETF worth $80.1K as of Q3 2026.
  • Essential Partners bought 1 Schwab US Large- Cap ETF share in Q3 2026, an estimated $30.
  • Schwab US Large- Cap ETF made up 0.04% of Essential Partners's portfolio in Q3 2026, its #481 holding.
  • Essential Partners first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.