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Osborne Partners Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Osborne Partners Capital Management’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
Q1 		– Sell
-13,200
Closed -$355K – 204
2025
Q4 		$355K Buy
+13,200
New +$353K 0.02% 167

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Osborne Partners Capital Management's SCHX Position: Q1 2026 in Review

Osborne Partners Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 13,200 shares — an estimated $355K sold.

Osborne Partners Capital Management first reported a position in SCHX in Q4 2025 and held it in 1 quarter. The position peaked at $355K in Q4 2025. 1,540 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Osborne Partners Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Osborne Partners Capital Management sold 13,200 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $355K.
  • Osborne Partners Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2025 and held it in 1 quarter.
  • Osborne Partners Capital Management's Schwab US Large- Cap ETF position peaked at $355K in Q4 2025.
  • 1,540 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.