SYM Financial Corp
SCHX icon

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
Q3 		$204K Sell
6,792
-612
-8% -$18.3K 0.02% 403
2026
Q2 		$218K Sell
7,404
-633
-8% -$18.1K 0.02% 354
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
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

SYM Financial Corp's SCHX Position: Q3 2026 in Review

SYM Financial Corp reduced its Schwab US Large- Cap ETF (SCHX) stake by 8.3% in Q3 2026, selling an estimated $18.3K and leaving 6,792 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #403.

SYM Financial Corp first reported a position in SCHX in Q2 2023 and has held it in 14 quarters since. The position peaked at $251K in Q4 2023. 1,068 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • SYM Financial Corp held 6,792 shares of Schwab US Large- Cap ETF worth $204K as of Q3 2026.
  • SYM Financial Corp sold 612 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $18.3K.
  • Schwab US Large- Cap ETF made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #403 holding.
  • SYM Financial Corp first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • SYM Financial Corp's Schwab US Large- Cap ETF position peaked at $251K in Q4 2023.
  • 1,068 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.