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

Fidelis Capital 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	$2.26M	Hold	76,690	–	–	0.13%	126
2026 Q1	$1.97M	Buy	76,690 +17,746	+30%	+$476K	0.14%	126
2025 Q4	$1.59M	Buy	+58,944	New	+$1.57M	0.12%	144
2024 Q1	–	Sell	-62,076	Closed	-$1.17M	–	387
2023 Q4	$1.17M	Hold	62,076	–	–	0.26%	81
2023 Q3	$1.05M	Buy	+62,076	New	+$1.09M	0.36%	65

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

Fidelis Capital Partners's SCHX Position: Q2 2026 in Review

Fidelis Capital Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 76,690 shares worth $2.26M. The position accounts for 0.13% of the portfolio, ranked #126.

Fidelis Capital Partners first reported a position in SCHX in Q3 2023 and has held it in 5 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Fidelis Capital Partners held 76,690 shares of Schwab US Large- Cap ETF worth $2.26M as of Q2 2026.
Fidelis Capital Partners left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.13% of Fidelis Capital Partners's portfolio in Q2 2026, its #126 holding.
Fidelis Capital Partners first reported a position in Schwab US Large- Cap ETF in Q3 2023 and has held it in 5 quarters since.
1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.