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GPM Growth Investors’s Schwab US Large- Cap ETF SCHX Stock Holding History

GPM Growth Investors’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 		$7.87M Sell
267,308
-27,495
-9% -$785K 3.29% 12
2026
Q1 		$7.56M Buy
294,803
+13,594
+5% +$365K 3.18% 12
2025
Q4 		$7.57M Sell
281,209
-5,059
-2% -$135K 2.95% 13
2025
Q3 		$7.54M Buy
286,268
+562
+0.2% +$14.3K 2.9% 13
2025
Q2 		$6.98M Buy
285,706
+5,073
+2% +$115K 2.77% 16
2025
Q1 		$6.2M Buy
280,633
+97,903
+54% +$2.28M 2.72% 16
2024
Q4 		$4.24M Buy
182,730
+6,135
+3% +$143K 1.79% 22
2024
Q3 		$3.99M Sell
176,595
-19,104
-10% -$416K 1.66% 24
2024
Q2 		$4.19M Buy
+195,699
New +$4.04M 1.78% 24
2023
Q4 		$3.26M Buy
173,358
+56,409
+48% +$991K 1.54% 28
2023
Q3 		$1.97M Buy
116,949
+32,385
+38% +$568K 1.03% 31
2023
Q2 		$1.48M Buy
84,564
+7,299
+9% +$121K 0.77% 31
2023
Q1 		$1.25M Buy
77,265
+4,131
+6% +$65K 0.72% 33
2022
Q4 		$1.1M Sell
73,134
-567
-0.8% -$8.58K 0.67% 34
2022
Q3 		$1.04M Buy
73,701
+8,865
+14% +$139K 0.69% 32
2022
Q2 		$965K Buy
+64,836
New +$1.05M 0.63% 32

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

GPM Growth Investors's SCHX Position: Q2 2026 in Review

GPM Growth Investors reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.3% in Q2 2026, selling an estimated $785K and leaving 267,308 shares worth $7.87M. The position accounts for 3.29% of the portfolio, ranked #12.

GPM Growth Investors first reported a position in SCHX in Q2 2022 and has held it in 16 quarters since. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • GPM Growth Investors held 267,308 shares of Schwab US Large- Cap ETF worth $7.87M as of Q2 2026.
  • GPM Growth Investors sold 27,495 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $785K.
  • Schwab US Large- Cap ETF made up 3.29% of GPM Growth Investors's portfolio in Q2 2026, its #12 holding.
  • GPM Growth Investors first reported a position in Schwab US Large- Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on GPM Growth Investors's 13F filing for Q2 2026, filed 7 Aug 2026.