Patrick M. Sweeney & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Patrick M. Sweeney & Associates’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 Q3	$284K	Buy	9,473 +1	+0%	+$30	0.16%	137
2026 Q2	$279K	Buy	9,472 +2	+0%	+$57	0.16%	139
2026 Q1	$243K	Buy	9,470 +1	+0%	+$27	0.16%	146
2025 Q4	$255K	Buy	9,469 +1	+0%	+$27	0.16%	141
2025 Q3	$249K	Buy	9,468 +2	+0%	+$51	0.16%	137
2025 Q2	$234K	Buy	9,466 +1	+0%	+$23	0.16%	140
2025 Q1	$209K	Buy	9,465 +1	+0%	+$23	0.16%	144
2024 Q4	$219K	Buy	9,464 +2	+0%	+$47	0.16%	141
2024 Q3	$214K	Buy	9,462 +3	+0%	+$65	0.16%	142
2024 Q2	$203K	Buy	+9,459	New	+$195K	0.16%	137

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Patrick M. Sweeney & Associates's SCHX Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 0.01% in Q3 2026, buying an estimated $30 and bringing the position to 9,473 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #137.

Patrick M. Sweeney & Associates first reported a position in SCHX in Q2 2024 and has held it in 10 quarters since. 1,076 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Patrick M. Sweeney & Associates held 9,473 shares of Schwab US Large- Cap ETF worth $284K as of Q3 2026.
Patrick M. Sweeney & Associates bought 1 Schwab US Large- Cap ETF share in Q3 2026, an estimated $30.
Schwab US Large- Cap ETF made up 0.16% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #137 holding.
Patrick M. Sweeney & Associates first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 10 quarters since.
1,076 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.