PW
SCHX icon

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

Paladin Wealth’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 		$428K Hold
14,544
– – 0.25% 104
2026
Q1 		$373K Hold
14,544
– – 0.26% 103
2025
Q4 		$391K Hold
14,544
– – 0.27% 103
2025
Q3 		$383K Sell
14,544
-1,069
-7% -$27.1K 0.28% 101
2025
Q2 		$382K Buy
+15,613
New +$353K 0.3% 101

Other funds holding SCHX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Paladin Wealth's SCHX Position: Q2 2026 in Review

Paladin Wealth held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 14,544 shares worth $428K. The position accounts for 0.25% of the portfolio, ranked #104.

Paladin Wealth first reported a position in SCHX in Q2 2025 and has held it in 5 quarters since. 316 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Paladin Wealth held 14,544 shares of Schwab US Large- Cap ETF worth $428K as of Q2 2026.
  • Paladin Wealth left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.25% of Paladin Wealth's portfolio in Q2 2026, its #104 holding.
  • Paladin Wealth first reported a position in Schwab US Large- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 316 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.