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

ORG 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	$1.17M	Sell	43,332 -900	-2%	-$24K	0.21%	106
2025 Q3	$1.17M	Hold	44,232	–	–	0.21%	99
2025 Q2	$1.08M	Sell	44,232 -3,000	-6%	-$67.8K	0.23%	90
2025 Q1	$1.05M	Hold	47,232	–	–	0.26%	74
2024 Q4	$1.09M	Buy	47,232 +11,952	+34%	+$279K	0.15%	109
2024 Q3	$798K	Sell	35,280 -2,715	-7%	-$59.2K	0.13%	121
2024 Q2	$816K	Buy	+37,995	New	+$785K	0.1%	170
2024 Q1	–	Sell	-35,166	Closed	-$661K	–	986
2023 Q4	$661K	Buy	+35,166	New	+$618K	0.11%	154
2023 Q3	–	Sell	-35,166	Closed	-$615K	–	1567
2023 Q2	$615K	Hold	35,166	–	–	0.1%	185
2023 Q1	$569K	Buy	+35,166	New	+$553K	0.14%	106

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 $1.54B AUM 16.9% 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

ORG Partners's SCHX Position: Q4 2025 in Review

ORG Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q4 2025, selling an estimated $24K and leaving 43,332 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #106.

ORG Partners first reported a position in SCHX in Q1 2023 and has held it in 10 quarters since. 1,550 funds tracked by Wall St. Rank hold SCHX as of Q4 2025.

ORG Partners held 43,332 shares of Schwab US Large- Cap ETF worth $1.17M as of Q4 2025.
ORG Partners sold 900 Schwab US Large- Cap ETF shares in Q4 2025, an estimated $24K.
Schwab US Large- Cap ETF made up 0.21% of ORG Partners's portfolio in Q4 2025, its #106 holding.
ORG Partners first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 10 quarters since.
1,550 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.