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

Quotient 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 		$303K Hold
10,296
– – 0.01% 310
2026
Q1 		$264K Hold
10,296
– – 0.01% 317
2025
Q4 		$277K Hold
10,296
– – 0.01% 288
2025
Q3 		$271K Hold
10,296
– – 0.01% 293
2025
Q2 		$252K Hold
10,296
– – 0.01% 303
2025
Q1 		$227K Sell
10,296
-176
-2% -$4.1K 0.01% 310
2024
Q4 		$243K Buy
10,472
+176
+2% +$4.1K 0.01% 284
2024
Q3 		$233K Buy
10,296
+306
+3% +$6.67K 0.01% 288
2024
Q2 		$214K Sell
9,990
-636
-6% -$13.1K 0.01% 294
2024
Q1 		$220K Sell
10,626
-8,850
-45% -$174K 0.01% 283
2023
Q4 		$366K Buy
+19,476
New +$342K 0.01% 206

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

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

Quotient Wealth Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 10,296 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #310.

Quotient Wealth Partners first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $366K in Q4 2023. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Quotient Wealth Partners held 10,296 shares of Schwab US Large- Cap ETF worth $303K as of Q2 2026.
  • Quotient Wealth Partners left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #310 holding.
  • Quotient Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Schwab US Large- Cap ETF position peaked at $366K in Q4 2023.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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