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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Schwab US Large- Cap ETF SCHX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$115K Buy
3,912
+11
+0.3% +$314 0.03% 232
2026
Q1 		$100K Buy
3,901
+11
+0.3% +$295 0.03% 237
2025
Q4 		$105K Buy
+3,890
New +$104K 0.03% 231

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SCHX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Schwab US Large- Cap ETF (SCHX) stake by 0.28% in Q2 2026, buying an estimated $314 and bringing the position to 3,912 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #232.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SCHX in Q4 2025 and has held it in 3 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,912 shares of Schwab US Large- Cap ETF worth $115K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 11 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $314.
  • Schwab US Large- Cap ETF made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #232 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Schwab US Large- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.