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

Private Wealth 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	$209K	Buy	+7,102	New	+$203K	0.01%	175

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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 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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Private Wealth Partners's SCHX Position: Q2 2026 in Review

Private Wealth Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 7,102 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #175 among its holdings.

1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Private Wealth Partners held 7,102 shares of Schwab US Large- Cap ETF worth $209K as of Q2 2026.
Schwab US Large- Cap ETF was a new Private Wealth Partners position in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Private Wealth Partners's portfolio in Q2 2026, its #175 holding.
1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.