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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
Q2 		$611K Sell
20,454
-2,402
-11% -$68.6K 0.04% 282
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Triad Wealth Partners's SCHX Position: Q2 2026 in Review

Triad Wealth Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 11% in Q2 2026, selling an estimated $68.6K and leaving 20,454 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #282.

Triad Wealth Partners first reported a position in SCHX in Q2 2024 and has held it in 8 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Triad Wealth Partners held 20,454 shares of Schwab US Large- Cap ETF worth $611K as of Q2 2026.
  • Triad Wealth Partners sold 2,402 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $68.6K.
  • Schwab US Large- Cap ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #282 holding.
  • Triad Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.