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

Focus Partners Wealth’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 		$97.9M Buy
3,325,591
+125,603
+4% +$3.59M 0.1% 200
2026
Q1 		$82.2M Sell
3,199,988
-4,458
-0.1% -$120K 0.09% 206
2025
Q4 		$86.2M Buy
3,204,446
+571,987
+22% +$15.3M 0.1% 199
2025
Q3 		$69.4M Buy
2,632,459
+162,873
+7% +$4.14M 0.11% 163
2025
Q2 		$60.4M Sell
2,469,586
-199,673
-7% -$4.51M 0.13% 162
2025
Q1 		$58.9M Buy
2,669,259
+177,772
+7% +$4.14M 0.15% 144
2024
Q4 		$57.8M Buy
2,491,487
+225,827
+10% +$5.26M 0.15% 134
2024
Q3 		$51.2M Sell
2,265,660
-1,044,642
-32% -$22.8M 0.16% 135
2024
Q2 		$72.1M Buy
3,310,302
+2,066,436
+166% +$42.7M 0.24% 99
2024
Q1 		$25.7M Buy
1,243,866
+157,515
+14% +$3.1M 0.21% 127
2023
Q4 		$20.4M Buy
+1,086,351
New +$19.1M 0.27% 106

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

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

Focus Partners Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 3.9% in Q2 2026, buying an estimated $3.59M and bringing the position to 3,325,591 shares worth $97.9M. The position accounts for 0.1% of the portfolio, ranked #200.

Focus Partners Wealth first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Focus Partners Wealth held 3,325,591 shares of Schwab US Large- Cap ETF worth $97.9M as of Q2 2026.
  • Focus Partners Wealth bought 125,603 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $3.59M.
  • Schwab US Large- Cap ETF made up 0.1% of Focus Partners Wealth's portfolio in Q2 2026, its #200 holding.
  • Focus Partners Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.