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

Impact 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 		$828K Buy
28,141
+74
+0.3% +$2.11K 0.23% 102
2026
Q1 		$720K Buy
28,067
+82
+0.3% +$2.2K 0.22% 92
2025
Q4 		$753K Buy
27,985
+83
+0.3% +$2.22K 0.22% 94
2025
Q3 		$735K Buy
+27,902
New +$709K 0.22% 95

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

Impact Capital Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.26% in Q2 2026, buying an estimated $2.11K and bringing the position to 28,141 shares worth $828K. The position accounts for 0.23% of the portfolio, ranked #102.

Impact Capital Partners first reported a position in SCHX in Q3 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Impact Capital Partners held 28,141 shares of Schwab US Large- Cap ETF worth $828K as of Q2 2026.
  • Impact Capital Partners bought 74 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.11K.
  • Schwab US Large- Cap ETF made up 0.23% of Impact Capital Partners's portfolio in Q2 2026, its #102 holding.
  • Impact Capital Partners first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.