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

Polaris Financial 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
Q3 		$7K Buy
+246
New +$7.37K ﹤0.01% 301

Other funds holding SCHX

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GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Polaris Financial Partners's SCHX Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q3 2026: 246 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #301 among its holdings.

8 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Polaris Financial Partners held 246 shares of Schwab US Large- Cap ETF worth $7K as of Q3 2026.
  • Schwab US Large- Cap ETF was a new Polaris Financial Partners position in Q3 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #301 holding.
  • 8 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.