Paladin Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Paladin Advisory Group’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	$20.2K	Hold	688	–	–	0.01%	191
2026 Q1	$17.6K	Sell	688 -138	-17%	-$3.7K	0.01%	190
2025 Q4	$22.2K	Hold	826	–	–	0.02%	184
2025 Q3	$21.8K	Hold	826	–	–	0.02%	176
2025 Q2	$20.2K	Buy	+826	New	+$18.7K	0.02%	175

Other funds holding SCHX

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Paladin Advisory Group's SCHX Position: Q2 2026 in Review

Paladin Advisory Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 688 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #191.

Paladin Advisory Group first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.2K in Q4 2025. 819 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Paladin Advisory Group held 688 shares of Schwab US Large- Cap ETF worth $20.2K as of Q2 2026.
Paladin Advisory Group left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
Schwab US Large- Cap ETF made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #191 holding.
Paladin Advisory Group first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
Paladin Advisory Group's Schwab US Large- Cap ETF position peaked at $22.2K in Q4 2025.
819 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.