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JPL Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

JPL Wealth Management’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 		$119K Buy
+4,623
New +$124K 0.03% 150
2025
Q4 		– Sell
-5,487
Closed -$145K – 940
2025
Q3 		$145K Buy
+5,487
New +$139K 0.03% 145

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JPL Wealth Management's SCHX Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 4,623 shares worth $119K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SCHX as recently as Q3 2025.

JPL Wealth Management first reported a position in SCHX in Q3 2025 and has held it in 2 quarters since. The position peaked at $145K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • JPL Wealth Management held 4,623 shares of Schwab US Large- Cap ETF worth $119K as of Q1 2026.
  • Schwab US Large- Cap ETF was a new JPL Wealth Management position in Q1 2026.
  • Schwab US Large- Cap ETF made up 0.03% of JPL Wealth Management's portfolio in Q1 2026, its #150 holding.
  • JPL Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Schwab US Large- Cap ETF position peaked at $145K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.