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

&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 		$3.9M Buy
133,224
+19,534
+17% +$558K 0.02% 691
2026
Q1 		$2.92M Buy
113,690
+45,862
+68% +$1.23M 0.01% 744
2025
Q4 		$1.88M Buy
67,828
+4,707
+7% +$126K 0.01% 902
2025
Q3 		$1.66M Buy
63,121
+6,112
+11% +$155K 0.01% 839
2025
Q2 		$1.39M Sell
57,009
-16,875
-23% -$382K 0.01% 830
2025
Q1 		$1.62M Buy
73,884
+546
+0.7% +$12.7K 0.02% 624
2024
Q4 		$1.72M Buy
73,338
+18,030
+33% +$420K 0.02% 562
2024
Q3 		$1.24M Buy
55,308
+23,589
+74% +$514K 0.02% 486
2024
Q2 		$679K Buy
31,719
+10,752
+51% +$222K 0.03% 445
2024
Q1 		$434K Buy
20,967
+8,082
+63% +$159K 0.06% 296
2023
Q4 		$231K Buy
+12,885
New +$226K 0.06% 248

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

&Partners's SCHX Position: Q2 2026 in Review

&Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 17% in Q2 2026, buying an estimated $558K and bringing the position to 133,224 shares worth $3.9M. The position accounts for 0.02% of the portfolio, ranked #691.

&Partners first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • &Partners held 133,224 shares of Schwab US Large- Cap ETF worth $3.9M as of Q2 2026.
  • &Partners bought 19,534 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $558K.
  • Schwab US Large- Cap ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #691 holding.
  • &Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.