SYM Financial Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

SYM Financial Corp’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	$206K	Hold	8,037	–	–	0.02%	309
2025 Q4	$216K	Hold	8,037	–	–	0.02%	303
2025 Q3	$212K	Sell	8,037 -1,941	-19%	-$49.3K	0.02%	308
2025 Q2	$244K	Buy	9,978 +1,770	+22%	+$40K	0.03%	262
2025 Q1	$181K	Hold	8,208	–	–	0.02%	269
2024 Q4	$190K	Hold	8,208	–	–	0.02%	241
2024 Q3	$186K	Hold	8,208	–	–	0.02%	184
2024 Q2	$176K	Sell	8,208 -2,142	-21%	-$44.3K	0.03%	162
2024 Q1	$214K	Sell	10,350 -3,000	-22%	-$59.1K	0.04%	92
2023 Q4	$251K	Sell	13,350 -1,500	-10%	-$26.3K	0.04%	83
2023 Q3	$250K	Buy	14,850 +13,224	+813%	+$232K	0.04%	81
2023 Q2	$28.4K	Buy	+1,626	New	+$26.8K	0.01%	90

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

SYM Financial Corp's SCHX Position: Q1 2026 in Review

SYM Financial Corp held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 8,037 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #309.

SYM Financial Corp first reported a position in SCHX in Q2 2023 and has held it in 12 quarters since. The position peaked at $251K in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

SYM Financial Corp held 8,037 shares of Schwab US Large- Cap ETF worth $206K as of Q1 2026.
SYM Financial Corp left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #309 holding.
SYM Financial Corp first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 12 quarters since.
SYM Financial Corp's Schwab US Large- Cap ETF position peaked at $251K in Q4 2023.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.