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

Strategic 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 		$336K Hold
11,407
– – 0.02% 240
2026
Q1 		$292K Sell
11,407
-209
-2% -$5.61K 0.02% 257
2025
Q4 		$313K Hold
11,616
– – 0.02% 262
2025
Q3 		$306K Hold
11,616
– – 0.02% 284
2025
Q2 		$284K Buy
+11,616
New +$263K 0.02% 280
2024
Q4 		$281K Buy
11,616
+408
+4% +$9.51K 0.02% 271
2024
Q3 		$253K Hold
11,208
– – 0.02% 271
2024
Q2 		$240K Hold
11,208
– – 0.03% 267
2024
Q1 		$232K Hold
11,208
– – 0.03% 256
2023
Q4 		$211K Buy
+11,208
New +$197K 0.03% 265
2023
Q3 		– Sell
-11,574
Closed -$202K – 296
2023
Q2 		$202K Buy
+11,574
New +$191K 0.03% 276
2023
Q1 		– Sell
-34,614
Closed -$521K – 275
2022
Q4 		$521K Hold
34,614
– – 0.1% 169
2022
Q3 		$489K Hold
34,614
– – 0.1% 176
2022
Q2 		$515K Hold
34,614
– – 0.11% 158
2022
Q1 		$621K Hold
34,614
– – 0.12% 164
2021
Q4 		$657K Hold
34,614
– – 0.12% 175
2021
Q3 		$600K Buy
+34,614
New +$617K 0.18% 155
2019
Q4 		– Sell
-11,208
Closed -$130 – 434
2019
Q3 		$130 Sell
11,208
-48
-0.4% -$566 ﹤0.01% 257
2019
Q2 		$131K Buy
11,256
+48
+0.4% +$551 0.06% 157
2019
Q1 		$128K Hold
11,208
– – 0.06% 163
2018
Q4 		$119K Hold
11,208
– – 0.06% 158
2018
Q3 		$130K Hold
11,208
– – 0.07% 159
2018
Q2 		$121K Hold
11,208
– – 0.07% 176
2018
Q1 		$118K Hold
11,208
– – 0.06% 178
2017
Q4 		$116K Buy
+11,208
New +$116K 0.06% 168

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

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

Strategic Wealth Partners held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 11,407 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #240.

Strategic Wealth Partners first reported a position in SCHX in Q4 2017 and has held it in 25 quarters since. The position peaked at $657K in Q4 2021. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Strategic Wealth Partners held 11,407 shares of Schwab US Large- Cap ETF worth $336K as of Q2 2026.
  • Strategic Wealth Partners left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #240 holding.
  • Strategic Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 25 quarters since.
  • Strategic Wealth Partners's Schwab US Large- Cap ETF position peaked at $657K in Q4 2021.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.