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Paces Ferry Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Paces Ferry Wealth Advisors’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 		$1.92M Sell
74,992
-150
-0.2% -$4.02K 0.8% 27
2025
Q4 		$2.02M Sell
75,142
-1,319
-2% -$35.2K 0.82% 26
2025
Q3 		$2.01M Sell
76,461
-1,369
-2% -$34.8K 0.84% 27
2025
Q2 		$1.9M Sell
77,830
-132
-0.2% -$2.98K 0.87% 26
2025
Q1 		$1.72M Sell
77,962
-64
-0.1% -$1.49K 0.86% 29
2024
Q4 		$1.81M Sell
78,026
-7,465
-9% -$174K 0.88% 29
2024
Q3 		$1.93M Buy
85,491
+222
+0.3% +$4.84K 1.11% 24
2024
Q2 		$1.83M Sell
85,269
-3,978
-4% -$82.2K 1.1% 24
2024
Q1 		$1.85M Sell
89,247
-20,361
-19% -$401K 1.18% 23
2023
Q4 		$2.06M Sell
109,608
-4,500
-4% -$79K 1.43% 19
2023
Q3 		$1.92M Sell
114,108
-2,079
-2% -$36.5K 1.53% 18
2023
Q2 		$2.03M Sell
116,187
-2,991
-3% -$49.4K 1.52% 19
2023
Q1 		$1.92M Sell
119,178
-52,389
-31% -$824K 1.55% 19
2022
Q4 		$2.58M Sell
171,567
-2,352
-1% -$35.6K 2.51% 8
2022
Q3 		$2.46M Buy
173,919
+1,536
+0.9% +$24.1K 2.68% 8
2022
Q2 		$2.57M Buy
172,383
+8,292
+5% +$134K 2.52% 9
2022
Q1 		$2.94M Buy
164,091
+19,425
+13% +$344K 2.34% 8
2021
Q4 		$2.74M Buy
144,666
+27,168
+23% +$502K 1.97% 14
2021
Q3 		$2.04M Sell
117,498
-1,158
-1% -$20.7K 1.63% 17
2021
Q2 		$2.06M Buy
118,656
+9,276
+8% +$157K 1.57% 18
2021
Q1 		$1.75M Buy
109,380
+21,540
+25% +$337K 1.52% 19
2020
Q4 		$1.33M Buy
87,840
+5,148
+6% +$73.7K 1.22% 23
2020
Q3 		$1.11M Buy
+82,692
New +$1.1M 0.97% 24

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 $1.54B AUM 16.9% 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

Paces Ferry Wealth Advisors's SCHX Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.2% in Q1 2026, selling an estimated $4.02K and leaving 74,992 shares worth $1.92M. The position accounts for 0.8% of the portfolio, ranked #27.

Paces Ferry Wealth Advisors first reported a position in SCHX in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.94M in Q1 2022. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Paces Ferry Wealth Advisors held 74,992 shares of Schwab US Large- Cap ETF worth $1.92M as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 150 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $4.02K.
  • Schwab US Large- Cap ETF made up 0.8% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Paces Ferry Wealth Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Schwab US Large- Cap ETF position peaked at $2.94M in Q1 2022.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.