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

SWS 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 		$8.17M Sell
277,440
-1,005
-0.4% -$28.7K 1.76% 17
2026
Q1 		$7.14M Sell
278,445
-21,116
-7% -$566K 1.76% 11
2025
Q4 		$8.06M Sell
299,561
-2,878
-1% -$76.9K 1.95% 10
2025
Q3 		$7.97M Sell
302,439
-6,201
-2% -$157K 1.94% 10
2025
Q2 		$7.54M Buy
308,640
+3,915
+1% +$88.5K 2.04% 8
2025
Q1 		$6.73M Sell
304,725
-5,874
-2% -$137K 2.21% 6
2024
Q4 		$7.2M Sell
310,599
-125,406
-29% -$2.92M 2.18% 8
2024
Q3 		$9.86M Sell
436,005
-10,920
-2% -$238K 3.14% 5
2024
Q2 		$9.57M Sell
446,925
-140,451
-24% -$2.9M 2.86% 5
2024
Q1 		$12.2M Sell
587,376
-8,148
-1% -$160K 3.63% 3
2023
Q4 		$11.2M Buy
595,524
+3,870
+0.7% +$68K 3.65% 3
2023
Q3 		$9.98M Buy
591,654
+9,963
+2% +$175K 3.69% 3
2023
Q2 		$10.2M Sell
581,691
-15,735
-3% -$260K 3.66% 3
2023
Q1 		$9.63M Sell
597,426
-5,688
-0.9% -$89.5K 3.59% 3
2022
Q4 		$9.08M Buy
603,114
+34,602
+6% +$524K 4.31% 3
2022
Q3 		$8.03M Buy
+568,512
New +$8.92M 3.72% 4
2021
Q1 		– Sell
-721,548
Closed -$10.9M – 110
2020
Q4 		$10.9M Sell
721,548
-28,290
-4% -$405K 4.87% 2
2020
Q3 		$10.1M Buy
+749,838
New +$9.96M 5.05% 2
2020
Q2 		– Sell
-766,344
Closed -$7.82M – 107
2020
Q1 		$7.82M Buy
+766,344
New +$9.31M 5.59% 2
2019
Q3 		$10.2M Buy
822,402
+16,296
+2% +$192K 6.03% 1
2019
Q2 		$9.61M Buy
+806,106
New +$9.26M 6.11% 1
2018
Q4 		$8.94M Buy
898,362
+8,490
+1% +$91.1K 6.77% 1
2018
Q3 		$10.3M Sell
889,872
-36,018
-4% -$409K 6.55% 1
2018
Q2 		$10M Sell
925,890
-68,154
-7% -$735K 7.05% 1
2018
Q1 		$10.2M Buy
994,044
+26,946
+3% +$293K 7.52% 1
2017
Q4 		$10.3M Buy
+967,098
New +$10M 7.73% 1

Other funds holding SCHX

SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

SWS Partners's SCHX Position: Q2 2026 in Review

SWS Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.36% in Q2 2026, selling an estimated $28.7K and leaving 277,440 shares worth $8.17M. The position accounts for 1.76% of the portfolio, ranked #17.

SWS Partners first reported a position in SCHX in Q4 2017 and has held it in 26 quarters since. The position peaked at $12.2M in Q1 2024. 950 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • SWS Partners held 277,440 shares of Schwab US Large- Cap ETF worth $8.17M as of Q2 2026.
  • SWS Partners sold 1,005 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $28.7K.
  • Schwab US Large- Cap ETF made up 1.76% of SWS Partners's portfolio in Q2 2026, its #17 holding.
  • SWS Partners first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 26 quarters since.
  • SWS Partners's Schwab US Large- Cap ETF position peaked at $12.2M in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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