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

Quartz 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 		$331K Sell
11,253
-227
-2% -$6.48K 0.11% 136
2026
Q1 		$294K Buy
11,480
+768
+7% +$20.6K 0.11% 132
2025
Q4 		$288K Sell
10,712
-35
-0.3% -$935 0.11% 133
2025
Q3 		$283K Sell
10,747
-190
-2% -$4.83K 0.1% 147
2025
Q2 		$267K Buy
+10,937
New +$247K 0.12% 146

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

Quartz Partners's SCHX Position: Q2 2026 in Review

Quartz Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 2% in Q2 2026, selling an estimated $6.48K and leaving 11,253 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #136.

Quartz Partners first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Quartz Partners held 11,253 shares of Schwab US Large- Cap ETF worth $331K as of Q2 2026.
  • Quartz Partners sold 227 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $6.48K.
  • Schwab US Large- Cap ETF made up 0.11% of Quartz Partners's portfolio in Q2 2026, its #136 holding.
  • Quartz Partners first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.