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

McDonald 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	$132K	Buy	+4,475	New	+$128K	0.03%	247
2025 Q4	–	Sell	-20,957	Closed	-$552K	–	230
2025 Q3	$552K	Hold	20,957	–	–	0.16%	134
2025 Q2	$512K	Hold	20,957	–	–	0.12%	170
2025 Q1	$463K	Hold	20,957	–	–	0.12%	170
2024 Q4	$486K	Sell	20,957 -94	-0.4%	-$2.19K	0.12%	166
2024 Q3	$476K	Hold	21,051	–	–	0.12%	167
2024 Q2	$451K	Hold	21,051	–	–	0.12%	171
2024 Q1	$435K	Hold	21,051	–	–	0.12%	181
2023 Q4	$396K	Hold	21,051	–	–	0.12%	178
2023 Q3	$355K	Hold	21,051	–	–	0.12%	177
2023 Q2	$367K	Hold	21,051	–	–	0.11%	182
2023 Q1	$339K	Sell	21,051 -1,950	-8%	-$30.7K	0.11%	185
2022 Q4	$346K	Hold	23,001	–	–	0.12%	173
2022 Q3	$325K	Sell	23,001 -1,935	-8%	-$30.4K	0.12%	170
2022 Q2	$371K	Sell	24,936 -600	-2%	-$9.72K	0.09%	209
2022 Q1	$458K	Buy	+25,536	New	+$452K	0.1%	210

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

McDonald Partners's SCHX Position: Q2 2026 in Review

McDonald Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 4,475 shares worth $132K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings. This is a return to the name: McDonald Partners previously reported a position in SCHX as recently as Q3 2025.

McDonald Partners first reported a position in SCHX in Q1 2022 and has held it in 16 quarters since. The position peaked at $552K in Q3 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

McDonald Partners held 4,475 shares of Schwab US Large- Cap ETF worth $132K as of Q2 2026.
Schwab US Large- Cap ETF was a new McDonald Partners position in Q2 2026.
Schwab US Large- Cap ETF made up 0.03% of McDonald Partners's portfolio in Q2 2026, its #247 holding.
McDonald Partners first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 16 quarters since.
McDonald Partners's Schwab US Large- Cap ETF position peaked at $552K in Q3 2025.
1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.