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

Marietta Investment 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 		$1.04M Buy
35,202
+583
+2% +$16.6K 0.18% 97
2026
Q1 		$888K Sell
34,619
-4,482
-11% -$120K 0.18% 91
2025
Q4 		$1.05M Buy
39,101
+1,709
+5% +$45.6K 0.21% 85
2025
Q3 		$985K Sell
37,392
-210
-0.6% -$5.33K 0.19% 96
2025
Q2 		$919K Sell
37,602
-1,155
-3% -$26.1K 0.2% 94
2025
Q1 		$856K Sell
38,757
-3,171
-8% -$73.8K 0.21% 89
2024
Q4 		$972K Buy
41,928
+969
+2% +$22.6K 0.21% 83
2024
Q3 		$926K Buy
40,959
+492
+1% +$10.7K 0.2% 90
2024
Q2 		$867K Sell
40,467
-15
-0% -$310 0.19% 89
2024
Q1 		$837K Buy
40,482
+642
+2% +$12.6K 0.18% 96
2023
Q4 		$749K Buy
39,840
+2,019
+5% +$35.5K 0.19% 92
2023
Q3 		$638K Buy
37,821
+45
+0.1% +$789 0.18% 98
2023
Q2 		$659K Sell
37,776
-855
-2% -$14.1K 0.17% 99
2023
Q1 		$623K Buy
38,631
+861
+2% +$13.5K 0.17% 102
2022
Q4 		$568K Buy
37,770
+3,903
+12% +$59.1K 0.16% 108
2022
Q3 		$502K Buy
33,867
+282
+0.8% +$4.42K 0.15% 112
2022
Q2 		$500K Sell
33,585
-3,789
-10% -$61.4K 0.15% 110
2022
Q1 		$671K Buy
37,374
+366
+1% +$6.48K 0.15% 109
2021
Q4 		$702K Sell
37,008
-2,604
-7% -$48.1K 0.15% 109
2021
Q3 		$687K Buy
39,612
+5,892
+17% +$105K 0.16% 106
2021
Q2 		$584K Buy
33,720
+2,496
+8% +$42.1K 0.13% 114
2021
Q1 		$500K Buy
31,224
+996
+3% +$15.6K 0.12% 120
2020
Q4 		$458K Buy
30,228
+2,244
+8% +$32.1K 0.12% 114
2020
Q3 		$376K Buy
27,984
+5,556
+25% +$73.8K 0.11% 112
2020
Q2 		$277K Buy
22,428
+2,022
+10% +$23.6K 0.09% 124
2020
Q1 		$208K Buy
20,406
+1,158
+6% +$14.1K 0.09% 120
2019
Q4 		$246K Buy
19,248
+1,578
+9% +$19.3K 0.08% 137
2019
Q3 		$209K Buy
+17,670
New +$208K 0.07% 141

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
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Marietta Investment Partners's SCHX Position: Q2 2026 in Review

Marietta Investment Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 1.7% in Q2 2026, buying an estimated $16.6K and bringing the position to 35,202 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #97.

Marietta Investment Partners first reported a position in SCHX in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.05M in Q4 2025. 1,486 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Marietta Investment Partners held 35,202 shares of Schwab US Large- Cap ETF worth $1.04M as of Q2 2026.
  • Marietta Investment Partners bought 583 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $16.6K.
  • Schwab US Large- Cap ETF made up 0.18% of Marietta Investment Partners's portfolio in Q2 2026, its #97 holding.
  • Marietta Investment Partners first reported a position in Schwab US Large- Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Marietta Investment Partners's Schwab US Large- Cap ETF position peaked at $1.05M in Q4 2025.
  • 1,486 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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