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

Triad 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	$586K	Buy	22,856 +4,319	+23%	+$116K	0.05%	248
2025 Q4	$499K	Sell	18,537 -650	-3%	-$17.4K	0.05%	268
2025 Q3	$505K	Sell	19,187 -3,153	-14%	-$80.1K	0.07%	205
2025 Q2	$546K	Buy	22,340 +4,677	+26%	+$106K	0.11%	142
2025 Q1	$390K	Sell	17,663 -5,122	-22%	-$119K	0.12%	126
2024 Q4	$528K	Buy	+22,785	New	+$531K	0.19%	84
2024 Q3	–	Sell	-1,326	Closed	-$28.4K	–	744
2024 Q2	$28.4K	Buy	+1,326	New	+$27.4K	0.01%	298

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

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

Triad Wealth Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 23% in Q1 2026, buying an estimated $116K and bringing the position to 22,856 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #248.

Triad Wealth Partners first reported a position in SCHX in Q2 2024 and has held it in 7 quarters since. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Triad Wealth Partners held 22,856 shares of Schwab US Large- Cap ETF worth $586K as of Q1 2026.
Triad Wealth Partners bought 4,319 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $116K.
Schwab US Large- Cap ETF made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #248 holding.
Triad Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 7 quarters since.
1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.