SWS Partners
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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
Q3 		$8.24M Sell
274,813
-2,627
-0.9% -$78.7K 1.77% 15
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 		$9.9M Sell
436,005
-10,920
-2% -$238K 3.14% 5
2024
Q2 		$9.6M 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 		$10M 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 		$9.6M 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 		$8.02M 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 +$10M 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 		$9.6M 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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

SWS Partners's SCHX Position: Q3 2026 in Review

SWS Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.95% in Q3 2026, selling an estimated $78.7K and leaving 274,813 shares worth $8.24M. The position accounts for 1.77% of the portfolio, ranked #15.

SWS Partners first reported a position in SCHX in Q4 2017 and has held it in 27 quarters since. The position peaked at $12.2M in Q1 2024. 1,068 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • SWS Partners held 274,813 shares of Schwab US Large- Cap ETF worth $8.24M as of Q3 2026.
  • SWS Partners sold 2,627 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $78.7K.
  • Schwab US Large- Cap ETF made up 1.77% of SWS Partners's portfolio in Q3 2026, its #15 holding.
  • SWS Partners first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 27 quarters since.
  • SWS Partners's Schwab US Large- Cap ETF position peaked at $12.2M in Q1 2024.
  • 1,068 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.