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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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 $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Strategic Wealth Partners's SCHX Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.8% in Q1 2026, selling an estimated $5.61K and leaving 11,407 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #257.

Strategic Wealth Partners first reported a position in SCHX in Q4 2017 and has held it in 24 quarters since. The position peaked at $657K in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Strategic Wealth Partners held 11,407 shares of Schwab US Large- Cap ETF worth $292K as of Q1 2026.
Strategic Wealth Partners sold 209 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.61K.
Schwab US Large- Cap ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #257 holding.
Strategic Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 24 quarters since.
Strategic Wealth Partners's Schwab US Large- Cap ETF position peaked at $657K in Q4 2021.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.