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

Hardin 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 		$1.75M Buy
59,463
+11,284
+23% +$322K 0.81% 16
2026
Q1 		$1.24M Buy
48,179
+5,736
+14% +$154K 0.57% 30
2025
Q4 		$1.14M Sell
42,443
-1,636
-4% -$43.7K 0.54% 29
2025
Q3 		$1.16M Sell
44,079
-10,060
-19% -$255K 0.62% 27
2025
Q2 		$1.32M Buy
54,139
+83
+0.2% +$1.88K 0.78% 16
2025
Q1 		$1.19M Buy
54,056
+11,309
+26% +$263K 0.73% 18
2024
Q4 		$991K Sell
42,747
-198
-0.5% -$4.62K 0.6% 24
2024
Q3 		$971K Sell
42,945
-312
-0.7% -$6.8K 0.55% 25
2024
Q2 		$926K Buy
+43,257
New +$894K 0.6% 24

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Hardin Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 23% in Q2 2026, buying an estimated $322K and bringing the position to 59,463 shares worth $1.75M. The position accounts for 0.81% of the portfolio, ranked #16.

Hardin Capital Partners first reported a position in SCHX in Q2 2024 and has held it in 9 quarters since. 1,055 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Hardin Capital Partners held 59,463 shares of Schwab US Large- Cap ETF worth $1.75M as of Q2 2026.
  • Hardin Capital Partners bought 11,284 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $322K.
  • Schwab US Large- Cap ETF made up 0.81% of Hardin Capital Partners's portfolio in Q2 2026, its #16 holding.
  • Hardin Capital Partners first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.