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
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 $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

McDonald Partners's SCHX Position: Q4 2025 in Review

McDonald Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2025, closing a stake of 20,957 shares — an estimated $552K sold.

McDonald Partners first reported a position in SCHX in Q1 2022 and held it in 15 quarters. The position peaked at $552K in Q3 2025. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

McDonald Partners reported no remaining Schwab US Large- Cap ETF position as of Q4 2025 after selling out during the quarter.
McDonald Partners sold 20,957 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $552K.
McDonald Partners first reported a position in Schwab US Large- Cap ETF in Q1 2022 and held it in 15 quarters.
McDonald Partners's Schwab US Large- Cap ETF position peaked at $552K in Q3 2025.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on McDonald Partners's 13F filing for Q4 2025, filed 2 Feb 2026.