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

Verum 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 		$2.51M Buy
85,142
+104
+0.1% +$2.97K 0.37% 46
2026
Q1 		$2.18M Buy
85,038
+115
+0.1% +$3.08K 0.41% 41
2025
Q4 		$2.29M Sell
84,923
-5,864
-6% -$157K 0.46% 41
2025
Q3 		$2.39M Buy
90,787
+114
+0.1% +$2.9K 0.51% 41
2025
Q2 		$2.22M Sell
90,673
-785
-0.9% -$17.7K 0.51% 40
2025
Q1 		$2.02M Sell
91,458
-299
-0.3% -$6.96K 0.54% 37
2024
Q4 		$2.13M Sell
91,757
-3,220
-3% -$75K 0.61% 32
2024
Q3 		$2.15M Buy
94,977
+258
+0.3% +$5.62K 0.63% 32
2024
Q2 		$2.03M Sell
94,719
-369
-0.4% -$7.63K 0.66% 32
2024
Q1 		$1.97M Sell
95,088
-3,636
-4% -$71.6K 0.7% 36
2023
Q4 		$1.86M Buy
98,724
+21,081
+27% +$370K 0.73% 38
2023
Q3 		$1.31M Buy
77,643
+78
+0.1% +$1.37K 0.59% 46
2023
Q2 		$1.35M Buy
77,565
+72
+0.1% +$1.19K 1.23% 23
2023
Q1 		$1.25M Sell
77,493
-2,556
-3% -$40.2K 1.33% 22
2022
Q4 		$1.2M Buy
+80,049
New +$1.21M 1.48% 21

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

Verum Partners's SCHX Position: Q2 2026 in Review

Verum Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.12% in Q2 2026, buying an estimated $2.97K and bringing the position to 85,142 shares worth $2.51M. The position accounts for 0.37% of the portfolio, ranked #46.

Verum Partners first reported a position in SCHX in Q4 2022 and has held it in 15 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Verum Partners held 85,142 shares of Schwab US Large- Cap ETF worth $2.51M as of Q2 2026.
  • Verum Partners bought 104 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $2.97K.
  • Schwab US Large- Cap ETF made up 0.37% of Verum Partners's portfolio in Q2 2026, its #46 holding.
  • Verum Partners first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.