Parthenon LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Parthenon LLC’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	-7,758	Closed	-$209K	–	130
2025 Q4	$209K	Hold	7,758	–	–	0.02%	128
2025 Q3	$204K	Buy	+7,758	New	+$197K	0.02%	127

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

HSA

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Parthenon LLC's SCHX Position: Q1 2026 in Review

Parthenon LLC sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 7,758 shares — an estimated $209K sold.

Parthenon LLC first reported a position in SCHX in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Parthenon LLC reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Parthenon LLC sold 7,758 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $209K.
Parthenon LLC first reported a position in Schwab US Large- Cap ETF in Q3 2025 and held it in 2 quarters.
Parthenon LLC's Schwab US Large- Cap ETF position peaked at $209K in Q4 2025.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Parthenon LLC's 13F filing for Q1 2026, filed 28 Apr 2026.