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

One Advisory 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	$380K	Hold	12,924	–	–	0.1%	52
2026 Q1	$331K	Sell	12,924 -185	-1%	-$4.96K	0.1%	54
2025 Q4	$353K	Buy	+13,109	New	+$350K	0.11%	51

Other funds holding SCHX

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

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

One Advisory Partners's SCHX Position: Q2 2026 in Review

One Advisory Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 12,924 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #52.

One Advisory Partners first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

One Advisory Partners held 12,924 shares of Schwab US Large- Cap ETF worth $380K as of Q2 2026.
One Advisory Partners left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.1% of One Advisory Partners's portfolio in Q2 2026, its #52 holding.
One Advisory Partners first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.