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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
Q2 		$136K Hold
4,623
– – 0.03% 151
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 $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

JPL Wealth Management's SCHX Position: Q2 2026 in Review

JPL Wealth Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 4,623 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #151.

JPL Wealth Management first reported a position in SCHX in Q3 2025 and has held it in 3 quarters since. The position peaked at $145K in Q3 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • JPL Wealth Management held 4,623 shares of Schwab US Large- Cap ETF worth $136K as of Q2 2026.
  • JPL Wealth Management left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.03% of JPL Wealth Management's portfolio in Q2 2026, its #151 holding.
  • JPL Wealth Management first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Schwab US Large- Cap ETF position peaked at $145K in Q3 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.