&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 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 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

&Partners's SCHX Position: Q1 2026 in Review

&Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 68% in Q1 2026, buying an estimated $1.23M and bringing the position to 113,690 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #744.

&Partners first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

&Partners held 113,690 shares of Schwab US Large- Cap ETF worth $2.92M as of Q1 2026.
&Partners bought 45,862 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.23M.
Schwab US Large- Cap ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #744 holding.
&Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.