One Advisory Partners
SCHX icon

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
Q3 		$387K Sell
12,897
-27
-0.2% -$809 0.1% 52
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

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One Advisory Partners's SCHX Position: Q3 2026 in Review

One Advisory Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.21% in Q3 2026, selling an estimated $809 and leaving 12,897 shares worth $387K. 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 4 quarters since. 1,068 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • One Advisory Partners held 12,897 shares of Schwab US Large- Cap ETF worth $387K as of Q3 2026.
  • One Advisory Partners sold 27 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $809.
  • Schwab US Large- Cap ETF made up 0.1% of One Advisory Partners's portfolio in Q3 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 4 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.